education sessions

Designing for Diversity: Learn How to Create Personas To Transform Your Relationships with Stakeholders

In real life, we recognize the diversity of human experience, but often make sweeping assumptions when designing digital experiences or communications strategies. Join us as we provide background on what personas are and how to apply them and provide time to workshop a few personas that reflect their unique audiences.

Speakers

Marcus Iannozzi

Photo of Marcus Iannozzi
Marcus is the principal of Message Agency, a digital agency based in Philadelphia, PA, which he founded in 2007. Message Agency is a certified B Corporation that focuses on using web-based technologies to meet the needs of mission-driven organizations that serve the public good. He has over 20 years of experience in developing strategies, digital tools, technical solutions, and campaigns for the public and nonprofit sectors.

March 29

12:00am - 12:00am
Room: 331

Efficient Fundraising: How a Small Shop Can Drive Big Results

In this interactive session, the facilitator will lead a discussion on six key factors that drive success in healthcare programs of all sizes. The discussion will focus on how to lead healthcare fundraising efforts with a limited team and resources by tapping into clinicians and hospital leadership.

Speakers

Ben Golding

Photo of Ben Golding
Ben consults with many of the nation’s leading healthcare organizations, academic institutions, and nonprofit organizations on donor-centric development practices that drive transformational philanthropy. He passionately elevates organizations’ mindsets toward philanthropy utilizing his experience and the extensive research that Advancement Resources conducts. Ben enjoys sharing his insights with his peers and has been honored to introduce Advancement Resources’ breakthrough concepts at a number of conferences and events for national associations and healthcare systems.

March 29

9:00am - 10:15am
Room: 327

The Three-Legged Race: Engaging the Next Generation of Volunteer Leadership & Major Gift Donors

How can a volunteer/staff partner relationship maximize your fundraising potential?  Join Christina Sorbara (campaign cabinet member) and Nancy Horvath (major gift fundraiser) as they discuss some of the hottest topics impacting the next generation of volunteer leadership and major gift fundraisers.  They will explore the best ways to engage the next generation of volunteers, people from diverse backgrounds, and multi-generational donor families toward maximizing fundraising success.

Speakers

Nancy Horvath

Photo of Nancy Horvath
Nancy Horvath is director of Major Gifts at SickKids Foundation in Toronto, Canada and is responsible for engaging individuals and families to support the most urgent needs of the hospital. She has been involved in annual giving, leadership giving, and major giving programs for over 15 years. Horvath is deeply passionate about our experiences as diverse individuals, particularly as women and within the LGBTQ2 community, and how organizations can evolve practices to be more inclusively minded.

Christina Sorbara

Photo of Christina Sorbara
Christina Sorbara is a multi-faceted business executive, strategic coach, speaker, and national team athlete. She is vice president of Corporate Knowledge at Sorbara Group of Companies, a multi-generational, family-run real estate development company in Toronto, Canada. Sorbara is chair of her family’s charitable foundation, The Sam Sorbara Charitable Foundation, and actively involved with various organizations and causes. She is a long-time SickKids volunteer, SickKids Innovators Advisory Council member, and SickKids VS Limits Campaign cabinet member.

March 29

9:00am - 10:15am
Room: Ballroom 2

The Intentional Fundraiser

Does this thought run through your mind at the end of a long day?  "Thank goodness it''s 5 o''clock, now I can go home and get some work done."  So much for work-life balance.  Whether you’re a one-person shop or you manage a large team, The Intentional Fundraiser provides a high-performance approach to achieving success at work while reclaiming your life!

Speakers

Tammy Zonker

Photo of Tammy Zonker
Known internationally for her inspiring and tell-it-like-it-is keynotes and training sessions, Tammy Zonker has been named one of America's Top 25 Fundraising Experts. She has trained, coached and led nonprofit teams to raise more than half a billion dollars, including a single gift of $27.1 million. When Zonker is not speaking at conferences or fundraising, she's leading webinars, e-courses, private workshops, and retreats.

March 29

9:00am - 10:15am
Room: Ballroom 3

Monthly Giving: What Fundraisers Can Learn From the UK Experience

What drives monthly giving?  What are the barriers?  In this session, Mark Phillips of Bluefrog, with more than thirty years of experience recruiting and upgrading monthly givers, will share the best practices to apply to your program, as well as what to avoid.  Mark will also share brand new market research into donor attitudes to monthly gifts and real-life examples from the UK. 

Speakers

Mark Phillips

Photo of Mark Phillips
Mark Phillips is the CEO of Bluefrog Fundraising. He has decades of experience in direct marketing, legacy and midvalue fundraising, digital fundraising, and research into understanding what makes donors tick. Phillips has proudly been described as "offering tough love to the sector." Everything he does is driven by responding to what donors need from charities. Phillips works and regularly presents in the U.K. and internationally. He loves fundraising and shares his thoughts and advice from a U.K. perspective.

March 29

9:00am - 10:15am
Room: 309

Using the Phone to Qualify Leads and Get Appointments

We all have a phone on our desk or in our pocket.  The phone is a very powerful fundraising tool.  However, the phone is intrusive, so we have to be careful and respectful when we make donor calls.  Whether you are new to fundraising or have years of experience, this session will help you hone your skills and develop personal techniques for successfully talking with your donors on the phone and getting visits.

Handouts
3325_LoganGettingAppointments2020Icon.pptx 3325_Logan_SettingtheAppointment_DevelopingaPhoneScriptExerciseParticipant.docx
Speakers

Tim Logan

Photo of Tim Logan
Timothy D. Logan, FAHP, ACFRE, is associate vice president of Strategy at Barton Cotton. He is a leader in developing innovative multichannel direct response programs for major and planned giving. Logan holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University. He has 39 years of experience in fund raising and nonprofit management, including 22 years as a direct response fundraising consultant. An AFP certified Master Instructor, Logan is also an author on fundraising.

March 29

9:00am - 10:15am
Room: Ballroom 4

One Voice, Endless Possibilities: A Guide to Integrated Fundraising

How do you tell your story in an integrated way?  Learn how through a case study about the first integrated campaign implemented by St. Michael’s Hospital:  the strategy, creative, and 40% increase in revenue!  You will learn the good, bad, and ugly of integrated fundraising.  Leave feeling informed and inspired to take on this approach! 

Speakers

Maeve Strathy

Photo of Maeve Strathy
Maeve Strathy is a passionate and driven Fundraising Strategist at Blakely Inc. Every day, Strathy works with her clients on meeting and exceeding their fundraising goals, through a focus on insights-driven strategy, high-value donor relationships, integrated multi-channel fundraising, and the best possible donor experience.

Ericka Tovey

Photo of Ericka Tovey
Ericka Tovey is a passionate fundraiser with more than 13 years of experience holding various senior leadership roles in international development and health sectors. Tovey is passionate about data and using her insights to drive innovative multi-channeled fundraising that has raised millions of dollars over the span of her career.

March 29

9:00am - 10:15am
Room: 307

What Nonprofits Can Learn About Building an Engaging Brand From Stand-Up Comedians

What can stand-up comedians like Carlin, Seinfeld, or Rock teach nonprofits about engaging new supporters? The answer:  How to stand out!  Leigh Kessler, a former stand-up comedian, TV personality, and branding expert, takes audiences inside the world of stand-up comedy.  He highlights the journey that comedians take to find their authentic voice, grab people''s attention with their story, and communicate with authenticity across any channel, helping fundraising and nonprofit professionals re-imagine how their supporters see them.

Speakers

Leigh Kessler

Photo of Leigh Kessler
Leigh Kessler is the vice president of Marketing at donor management software platform, CharityEngine, and a frequent speaker on branding, fundraising, data, and technology. He is a former nationally touring headline comedian and has appeared on numerous shows including VH1's "Best Week Ever", CNN's "Showbiz Tonight", and shows on the Discovery Channel and Sirius Radio. Over the past 15 years, Kessler has overseen and informed research and branding strategies for some of the most well known brands in America.

March 29

9:00am - 10:15am
Room: 324

Fundraising Ethics: Special Considerations When Your Donors Are Older Adults

Charity scandals make sensational global headlines.  A misstep in your local community–or across the continent–can cast a pall on the entire sector. The cry goes out:  someone should do something!  The damaging impact can endure for decades. Ethics in fundraising include the unique and close relationships we have with our donors.  Ethical codes, principles, and practices provide clear direction on how to engage with donors at all stages of life, including elders.

Handouts
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Speakers

Robbe Healey

Photo of Robbe Healey
Robbe Healey, MBA, NHA, ACFRE, has practiced philanthropic fundraising and nonprofit organization management for more than forty years. She is an accomplished fundraising generalist with a track record of establishing new development offices and training board members and volunteers. Healey is the vice president for Philanthropy of Simpson Senior Services as well as a Founding Member of Aurora Philanthropic Consulting. She chaired the AFP International Board of directors from 2009 to 2010. Healey is currently the chair of the AFP Ethics Committee.

March 29

9:00am - 10:15am
Room: Ballroom 1

I’M LEAVING! ….how to hold onto good fundraisers and help them raise much more money

Supported by research with Development professionals, CEOs, Board members and donors, this session exposes mistaken beliefs and outdated practices that make it harder for fundraisers to raise money and easier to leave. Penelope Burk, unfolds a solution that extends loyalty – even among young fundraisers — while improving bottom-line performance of fundraisers.

Speakers

Penelope Burk

Photo of Penelope Burk
Penelope Burk is a fundraising innovator with almost fifty years of experience in the NFP sector. She is a noted researcher and speaker, the author of four books, including the fundraising industry best-seller, Donor-Centered Fundraising, and over fifty seminars, webinars, forums and plays. Her fundraising research includes the annual Burk Donor Survey which charts how donors’ philanthropy is changing and how fundraisers can raise more money in a new giving environment.

March 29

9:00am - 10:15am
Room: 321

In The Black: The Reality of Black Female Fundraisers

Have you ever felt underestimated or undervalued as a black woman fundraiser? Have you ever compromised your authentic self to advance your career? Join us to discuss fundraising In the Black-- an honest and transparent conversation about black women in development and overcoming barriers in competency, compliance, and self-care.

Handouts
3300_DiversityinDevelopmentBlackFemaleFundraisers_pptx.pdf
Speakers

Cherrelle Duncan

Photo of Cherrelle Duncan
As the founder of Duncan Impact Solutions, Cherrelle Duncan is responsible for providing clients with resources to implement effective strategies to build their organizations, mobilize fundraising efforts, and increase visibility within their communities. She received her Master of Public Service and Administration degree from Texas A&M University and B.A. from the University of Louisiana at Lafayette. Duncan was chosen as a 2016 AFP Diverse Communities International Conference Scholar and a 2017 Outstanding Young Professional.

Taylor Ballard

Photo of Taylor Ballard
Taylor fell in love with fundraising when she was only a teenager working as a fundraising intern for a political campaign. Although she learned that politics were not her passion, she developed a love of raising money and interacting with people. Currently, Taylor is a Development Coordinator 2 at the University of Houston, managing department-wide stewardship efforts, special events, student philanthropic efforts, and supporting UH to go beyond the billion.

Tiffany Stafford

Photo of Tiffany Stafford
As Chief Philanthropy Officer – Southern Region with Philanthropy Partners, LLC, Tiffany enjoys helping small to mid-sized organizations carry out their missions and change lives. For more than twenty years, she has lent her skills in fund development, program development and program management to some of the best known nonprofits and educational institutions in Washington DC and in Houston. Tiffany believes that success is not just defined by “making it” but by “making it back.”

Lashonda Williams

Photo of Lashonda Williams
LaShonda R. Williams passion for philanthropy began over twenty years ago in education and non-profit industry. She currently serves as Director of Annual Fund at her alma mater, Prairie View A&M University (PVAMU). Since joining PVAMU four years ago, she has developed and implemented programs, increasing alumni giving and engagement significantly. Prior to PVAMU she worked at University of Houston for eleven years. LaShonda possesses a BA in Journalism (PVAMU) and MPA (Troy State University).

March 29

9:00am - 10:15am
Room: 318

How to Create an Engaging Donor Journey in 2020

It’s time to take on new terrain by building a targeted multichannel donor journey that ensures every member of your community feels connected to your cause throughout the year. Join us to build meaningful donor relationships through timely touchpoints and track your success so you know how to invest resources.

Speakers

Robin Cabral

Photo of Robin Cabral
Robin serves those both fundraising professionals and executive directors new to fundraising, wanting to excel in their fundraising role, or advance in their career. She provides proven fundraising strategies, tactics, and tools including coaching, training, and content for fundraising success.

Josh Nelson

Photo of Josh Nelson
Josh has been working closely with nonprofits for over 10 years, helping organizations adopt data-driven strategies to engage and cultivate their donors.

March 29

9:00am - 10:15am
Room: 316

Exploitation vs. Empowerment in Storytelling

As fundraisers, we develop and craft stories to evoke feelings of emotion and to inspire generations of givers. When individuals are at the epicenter of these stories, often times the line between empowerment and exploitation subconsciously are blurred. Join Orlisha and Jennifer to discuss the difference between the two facets and how we as professionals have the responsibility to protect the images of the persons and missions we serve from an equity lens.

Speakers

Orlisha Fox

Photo of Orlisha Fox
Orlisha works for Goodwill Industries of the Chesapeake, Inc. as Manager of Development and Public Policy. Over the past ten years, she has worked for various non-profit and government agencies specializing in workforce development, fundraising and social services programs. Orlisha has experience developing donor and partner relations programs, campaign management, strategic development initiatives and donor retention analysis. Orlisha currently serves as the Vice President of Diversity, Equity and Inclusion of the AFP Maryland Chapter.

Jennifer McGinley

Photo of Jennifer McGinley
Jennifer is the CEO of JLM Strategic Communications based in Hunt Valley, Maryland, specializing in Media Relations, Community Outreach and Reputation Management. As a public relations professional for over 25 years, Jennifer has built a reputation based on integrity, credibility, professionalism, attention to details and consistency. Prior to founding her company, Jennifer worked in the nonprofit healthcare industry in public affairs, development and alumni relations departments and in development offices in nonprofits and higher education.

Andrea Martin

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Andrea Martin is the founder and principal of Andrea D. Martin Consulting, LLC a branding, public relations and marketing consultancy that helps organizations of all shapes and sizes raise awareness of hot button issues, programs and funding opportunities. She earned her Master’s degree in Communications from Hawaii Pacific University, and from there spent 10 years at leading communications agencies from Hawaii to Massachusetts before settling in the Baltimore area.

March 29

9:00am - 10:15am
Room: 314

The Connected Office

Today’s constituents want to control how they support the causes, but too many nonprofits are falling short. Operating in silos, departments communicating and functioning differently, leaving supporters feeling confused and disconnected. Join us to discuss the pitfalls of disjointed organizational culture and explore the benefits of a connected organization.

Speakers

Kimberly Lewis

Photo of Kimberly Lewis
Kimberly B. Lewis, president and CEO of Goodwill Industries of East Texas, has 19 years of nonprofit and business experience. She has a B.A. in Fine Arts and an M.S. in Adult Technical Education. Lewis is the D&I chair for Goodwill Industries International, a Forbes Nonprofit Council member and contributor, a 2018-19 Global Good Fellow, a Gerson Lehrman Group (GLG) Council Member, owner of Motivational Muse, LLC, and an author.

Julia Campbell

Photo of Julia Campbell
Julia Campbell, MPA, is a global authority on nonprofit digital storytelling. The author of Storytelling in the Digital Age: A Guide for Nonprofits and Social Media Success in 90 Days: A Guide for Nonprofits and Change Agents, she trains nonprofits on how to use digital tools to tell compelling stories, engage active supporters, and raise millions.

Beth Ann Locke

Photo of Beth Ann Locke
Beth Ann Locke is chief development officer at BC Women's Health Foundation. She enjoys being a donor champion, is a tireless fan of our profession, and knows building relationships are key to success and sustainability. Locke has connected with donors to raise millions for causes in Canada and the U.S. She believes leaders must be fearless and invite others into the important conversations we must hold which is why she co-founded Ms.Rupt.

Ashley Thompson

Photo of Ashley Thompson
Ashley Thompson is the managing director for the Blackbaud Institute. She is responsible for driving Blackbaud’s extensive research, thought leadership, and best practice content. Through this role, she builds thoughtful strategies and solutions for the philanthropic sector utilizing the most comprehensive data set in the social good community. She also manages internal and external relationships for the Institute, including the convening of the Blackbaud Institute Advisory Board.

March 29

10:45am - 12:00pm
Room: 318

Donor Advised Funds: The New Paradigm in Philanthropy

Donor advised funds (DAFs) are not only here to stay, they are growing faster than any other charitable vehicle.  Yet effectively engaging with donors who establish DAFs can be challenging for development professionals. In this session, we will explore donor motivations for establishing DAFs, the restrictions governing them, how to position your organization to ask for and receive DAF donations, and the underlying ethical issues driving recent controversies.

Speakers

Josephine Everly

Photo of Josephine Everly
Josephine Everly is chief development officer of Leadership Roundtable, facilitating philanthropic gifts and grants to advance the mission of the organization and its programs and initiatives. She is an educator, writer, researcher, and speaker with over 20 years of experience in fund development for community foundations and nonprofits. Everly received her MA in Philanthropy and Development from St. Mary’s University of Minnesota, where she is adjunct instructor.

March 29

10:45am - 12:00pm
Room: Ballroom 3

The Best Practices to Make Your Donors Love You

Rising stars in fundraising will share their top tips for donor cultivation, retention, and stewardship in this rapid fire panel.  With more than 50 ideas covered, you will leave with strategies and tactics you can implement immediately to bring you closer to your donors and your donors closer to your mission.

Handouts
3113_AFPICON2020DonorLove.pptx
Speakers

Johnny Avots-Smith

Photo of Johnny Avots-Smith
Johnny Avots-Smith is the director of development and Operations for Letterform Archive in San Francisco. He has a passion for helping donors realize their values and legacies through the good work of great nonprofits and for helping nonprofits realize their missions through the good stewardship of great donors. Avots-Smith holds a master of nonprofit administration (MNA) from the University of San Francisco and is a Certified Fund Raising executive (CFRE).

Kelsey DeForest

Photo of Kelsey DeForest
With experience in political campaigns, PACs, and a variety of nonprofits, Kelsey DeForest currently serves as the major gifts officer at amfAR, The Foundation for AIDS Research. In her previous position with the International Planned Parenthood Federation, she led the doubling of major gifts annual revenue. DeForest is committed to bringing her donors closer to the work they support through robust storytelling, connections to experts, and unique international trips to see the mission in action.

Tommy Wrenn

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Tommy Wrenn is the Deputy director of development for Public Justice where he manages development communications, the annual fund, and all major gifts prospect research and strategy. Wrenn has 5 years of experience in nonprofit work and brings a personalized approach to the intersection between development, board governance, and donor relations.

Gabrielle Awuma

Photo of Gabrielle Awuma
Gabrielle Awuma is the development associate for Research at the National Gallery of Art in Washington, D.C. Prior to joining the Gallery in February 2019, she worked at The Phillips Collection for four years, serving as the development assistant, stewardship coordinator, and, ultimately, the development manager for major gifts. Awuma earned her B.A. in Studio Art from Hollins University in Roanoke, Virginia.

Penelope Poppers

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Penelope Poppers is a proud native Arkansan and has been actively working around LGBTQ issues locally and nationally for the past 13 years. She is the founder and former executive director of Lucie’s Place, a home for LGBTQ young adults experiencing homelessness. Poppers is now the associate director of development at Planned Parenthood Great Plains and is very excited to finally not be at the top of an org. chart.

March 29

10:45am - 12:00pm
Room: 316

Bright Light of Day or Dirty Little Secret? 2020 Ethics

Nonprofit organization ethics is headline news. This trend has no signs of stopping! Scrutiny comes at the sector from all directions. If the mega-charities are judged as hiding things, what about the rest of the sector? Is it guilt by association? Can we rise above it?

Speakers

Robbe Healey

Photo of Robbe Healey
Robbe Healey, MBA, NHA, ACFRE, has practiced philanthropic fundraising and nonprofit organization management for more than forty years. She is an accomplished fundraising generalist with a track record of establishing new development offices and training board members and volunteers. Healey is the vice president for Philanthropy of Simpson Senior Services as well as a Founding Member of Aurora Philanthropic Consulting. She chaired the AFP International Board of directors from 2009 to 2010. Healey is currently the chair of the AFP Ethics Committee.

Andrea McManus

Photo of Andrea McManus
Andrea McManus is a Partner with ViTreo Group Inc and has over 30 years’ experience in fund development, marketing, sponsorship and nonprofit management. A highly strategic thinker and change maker, Andrea has worked with nonprofit organizations with particular focus on building long-term and sustainable capacity. A builder by nature, Andrea is co-author of four books, chaired the AFP International Board of Directors 2011-12 and is a member of the global organization, International Women's Forum.

March 29

10:45am - 12:00pm
Room: 327

Everything You Know About Boards Is Wrong

So, you think you know board "best practices"?  Term limits?  Board fundraising obligations?  What research data backs up these ideas?  In this provocative session, members of the Alliance for Nonprofit Management Governance Affinity Group will facilitate a robust discussion on the implications of the research.  You will learn to question everything you thought you knew.

Handouts
3108_Everythingyouknowaboutboardsiswrong.pptx
Speakers

Gayle Gifford

Photo of Gayle Gifford
A nationally respected consultant and writer, Gayle Gifford's expertise in governance runs deep, including authoring How to Make Your Board Dramatically More Effective, Starting Today. An instructor at Brown University, Gifford serves on the Governance Affinity Group of the Alliance for Nonprofit Management and was co-researcher on Voices of Board chairs.

Ann Cohen

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Founded in 1999 Ann Cohen & Associates combines Ann’s business and nonprofit experience to enable organizations to identify and achieve high performing governance, create and address their strategic goals and make it work. Her work encompasses board development, management effectiveness, strategic planning, program design and implementation. She understands disruption can be a catalyst to learning and thus delivers the leadership training, coaching, conflict resolution and learning required to lead, implement action and continue the learning.

Judy Freiwirth

Photo of Judy Freiwirth
For over thirty years Dr. Freiwirth has been training and consulting to nonprofits, coalitions, and public organizations. She is a national thought leader in nonprofit governance and is the primary developer/researcher for the innovative governance approach, Community-Engagement Governance™, a shared governance framework. She holds a doctorate in psychology, specializing in organization development, and serves on the Board of the Alliance for Nonprofit Management and the Editorial Board the Journal of Nonprofit Education and Leadership.

Mike Burns

Photo of Mike Burns
With over 20 years of nonprofit executive experience, Mike is a partner and organizational development consultant in BWB Solutions. His work focuses on strategic and business planning, nonprofit governance, and, helping nonprofits assess their readiness for mergers. His blog, Nonprofit Board Crisis, highlights nonprofit governance matters. As a research team member, he recently completed two national surveys on nonprofit board leadership. Mike is Associate Faculty in University of New Haven’s Nonprofit Management Certificate Program.

March 29

10:45am - 12:00pm
Room: 324

A New Narrative for Professional Fundraisers

This session will arm you with the tools and information you need to help you better articulate the importance of your work to the public, the media, your boss, your Board, to those pesky relatives who still haven't quite figured it out, and perhaps most importantly, your donors.

Handouts
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Speakers

Ian MacQuillin

Photo of Ian MacQuillin
Ian MacQuillin is the founder and director of the international fundraising think tank Rogare. He is a leading thinker on fundraising ethics, having developed a new normative theory of ethics specifically to cope with ethical dilemmas in fundraising. MacQuillin is also researching why many peopled have such negative attitudes to being asked to give to charity.

Jennifer Johnstone

Photo of Jennifer Johnstone
Jennifer is President & CEO of Central City Foundation. Over the past 30 years, Jennifer has held key leadership positions with social justice organizations, foundations and arts organizations. Jennifer currently serves on the Board of the AFP Canada and as a volunteer Board member for several local organizations.

March 29

10:45am - 12:00pm
Room: 307

The Giving Brain: The Neuroscience of Legacy Giving

You know there are hundreds of billions of dollars out there in charitable bequests, and you''d love to get your share.  With limited time, expertise, and money, how do you actually do it?  Any marketer will tell you that the first step in a persuasion exercise is to fully understand your audience.  In this fast-paced session, Canadian legacy giving guru Holly Wagg will help you uncover your audience in an unforgettable way.

Handouts
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Speakers

Holly Wagg

Photo of Holly Wagg
Holly Wagg, CFRE, is managing partner and Head Counsel at Good Works. She is the co-author of You Can’t Take it With You: The Art and Science of Legacy Fundraising (the second edition of Iceberg Philanthropy), the book on planned giving that shows fundraisers how ordinary donors make extraordinary gifts to charity in their wills. Wagg is a genius at digital legacy gift marketing.

March 29

10:45am - 12:00pm
Room: 309

Oh No! Ready for a Crisis? Prepare for the Day You Hope Never Comes

Nobody wants to think about a scandal or emergency at their nonprofit organization.  If the unexpected happens, are you ready?  Whatever the crisis, an alleged fraud, allegations of sexual harassment, an accident, or a suspicious death, you must be prepared.  In this session, learn crisis strategy, proven techniques, and tips on how to prepare for the day you hope never comes.

Handouts
Speakers

Sam Laprade

Photo of Sam Laprade
For three decades, Sam Laprade has been inspired by philanthropy. Her life's passion is connecting with generous donors to help change lives and save lives. Laprade has experience with fundraising overall and specializes in donor database analytics, board relations, and stewardship. She also speaks about tough topics in the nonprofit sector. Laprade is the creator and host of “An Hour to Give” on 1310 News. The radio show focuses on philanthropy, volunteerism, and community.

March 29

10:45am - 12:00pm
Room: Ballroom 4

Portfolio Practices: How to Manage Your Front-Line Fundraising Portfolio for Success

Front-line fundraisers have donors to cultivate, metrics to meet, and budget goals to achieve.  How do we build and manage our portfolios, as individuals and team members, for fundraising success? This session will address best practices in portfolio management and the real-life challenges faced by front-line fundraisers. Using both recommended procedures and personal experiences, we will address moves management practices, techniques for responsible reporting, and setting ambitious but realistic goals.

Handouts
3161_CommandmentsoftheDevoOffice_VK.pdf 3161_PortfolioPractices1_31_20.pptx
Speakers

Stephanie Johnson

Photo of Stephanie Johnson
Stephanie Johnson is the major gifts officer at Smithsonian's National Museum of American History. She previously held positions at Washington Performing Arts, the Baltimore Symphony Orchestra at Strathmore, and the Cincinnati Symphony Youth Orchestra. Johnson is the vice president of Resource Development for the DC Metro Area Chapter of AFP and is a former co-chair of Emerging Arts Leaders DC. She has an MA in Arts Administration from the University of Cincinnati College-Conservatory of Music, an MBA from the UC Lindner College of Business, and a BM-Music Performance from Florida State University.

Veronica Kannan

Photo of Veronica Kannan
Veronica Kannan is an experienced development professional, specializing in performing arts fundraising, and is currently the director of development at Round House Theatre. An Ohio native, she has worked in development roles at Houston Grand Opera and the Alley Theatre in Houston and Florida Grand Opera in Miami. Kannan holds Bachelor’s and Master’s degrees in violin performance from Miami University (OH) and the University of Miami (FL), respectively.

Nat Wyeth

Photo of Nat Wyeth
Nat Wyeth serves as the director of development at the SEED School of Washington, D.C. His work at SEED focuses on cultivating new individual, foundation, and corporate relationships. Prior to joining SEED, Wyeth was a major gift officer at Washington National Cathedral for 8 years. A Baltimore native, he graduated from Rhodes College in Memphis, TN.

Betsy Purves

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Bestsy Purves is the director of development for the DC Youth Orchestra Program. Previously , she was the senior major gifts officer at The Phillips Collection. With a decade of experience in individual philanthropy from membership to major gifts and beyond, Purves's career in arts fundraising has spanned nonprofits with 8 employees and a $1M budget to nonprofits with more than 70 employees and a $15M budget. She has a BA from Columbia University and an MA in Medieval Studies from University College, London.

March 29

10:45am - 12:00pm
Room: 331

Overcoming Physician Objections to Grateful Patient Fundraising

The majority of donors find their doctors.  Thus as fundraisers, clinicians are natural partners and indispensable in fundraising.  The majority of philanthropy comes to hospitals from grateful patients and their families.  Practiced effectively and consistently, the tenets in this session will aid in increasing physician satisfaction with the development office. 

Speakers

Michael Delzotti

Photo of Michael Delzotti
Michael Delzotti, President/CEO, UK Markey Cancer Foundation, has over twenty-five years’ experience as a leader in the non-profit field. Mike has served in senior development roles at UCLA, Special Olympics, Rice University and MD Anderson Cancer Center. Delzotti serves as Treasurer of the AFP Global Executive Committee; Chair of the National Association of Cancer Center Development Officers; member of the Kentucky Nonprofit Network board; and member of the CFRE International Participating Organization Advisory Board.

Chris Kasavich

Photo of Chris Kasavich
Chris Kasavich has been a professional fundraiser for eighteen years, serving in various positions and nonprofit sectors including higher education, fine arts, and healthcare. Currently, as a Senior Director of Philanthropic Resources at the University of Texas MD Anderson Cancer Center, Chris manages a fundraising team and personally secures major and planned gifts to support the mission of ending cancer. Chris earned his CFRE in 2009 and his Chartered Advisor in Philanthropy in 2018.

March 29

10:45am - 12:00pm
Room: 321

Are You Prepared to Meet Supporter Privacy Standards?

The General Data Protection Regulation (GDPR) in Europe catalyzed a global focus on privacy. From vigorous FTC and congressional investigations to big tech’s privacy practices and new legislation, one thing is clear—privacy is not just a concern abroad.

Speakers

Cameron Stoll

Photo of Cameron Stoll
As Counsel at Blackbaud, Cameron represents Blackbaud in the areas of privacy, data protection, and cybersecurity law. Cameron has been appointed Data Protection Officer (DPO) for Blackbaud’s European subsidiaries and works to ensure Blackbaud’s compliance with GDPR. She is accredited by the International Association of Privacy Professionals (IAPP) as a Certified Information Privacy Professional with respect to both US and EU laws (CIPP/US and CIPP/E) and a Certified Information Privacy Manager (CIPM).

March 29

10:45am - 12:00pm
Room: 314

Merging Digital and Direct Mail Fundraising

Fundraising is moving to an online experience. This session explores how with targeting capabilities, new acquisition opportunities, and quick data, digital fundraising becomes very attractive, effective and efficient. We will also talk about how to use direct mail and digital fundraising together to create an incredible donor experience.

Speakers

Piper LeJeune

Photo of Piper LeJeune
Piper LeJeune is a Product Marketing Manager for Fundraising at Salesforce.org. She is passionate about helping nonprofits embrace technology as a way to connect with supporters in meaningful ways. Prior to Salesforce.org, Piper helped the The Salvation Army modernize their fundraising philosophy and tools after having gained key marketing insights and a user experience focus at Apple. Her background has been in entertainment, marketing, and tech for over a decade.

Dustin Pitts

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As a Solution Engineer for Salesforce.org, Dustin brings over a decade of experience working with non-profit organizations throughout North America. He is responsible for helping non-profit leaders to determine which Salesforce tools will be most effective in moving their mission forward. Dustin is based in Charleston, SC.

March 29

10:45am - 12:00pm
Room: Ballroom 1

Five Trends With the Power to Change Major Gift Fundraising

Major gift fundraisers are laser-focused on donors, but sector-wide trends are changing the field as we know it.  In this session, we'll explore the big picture, bringing together nonprofit leaders to discuss the decline in broad-based giving and the rise of mega-donors, changing donor demographics,  the relentless emphasis on outcomes.

Handouts
3158_AFPICON5TrendswiththePowertoChangeMajorGiftFundraising.pdf
Speakers

Christina Yoon

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As vice president for Campbell & Company, Christina Yoon uses her broad experience when advising nonprofits. She has experience as an independent consultant and MIT fundraiser. Yoon serves on the IDEA Committee of AFP International and is a seasoned speaker. She holds a B.S. from Yale and a Ph.D. from MIT.

Joshua Else

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Joshua Else's career encompasses over 20 years of management, fundraising, consulting, and volunteer leadership. Prior to his current role, he was associate Dean for External Affairs at the Bloomberg School of Public Health. A Wake Forest University graduate, Else also earned an MBA from the University of Hawaii in Honolulu.

Margie Kim

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Margie Kim is currently the chief advancement officer of the Los Angeles Philharmonic. Previous to this she was the chief philanthropy officer for The Trust for Public Land for almost ten years, continuing upon a 30-year, successful record in human services, higher education, and conservation. Previously, she was director of Philanthropy for the Asia-Pacific Region of The Nature Conservancy. Kim received her BA in Linguistics/Psychology and MSW from UCLA.

March 29

12:00pm - 12:30pm

Responsive Fundraising: How Your Nonprofit Can Build Lasting Relationships With Today’s Donor

In this session, we address the growing disconnect between donor expectations and nonprofit fundraising. We’ll also share a refreshed model designed to listen to and connect with today’s donor and grow your fundraising in 2020 and beyond.

Speakers

Gabe Cooper

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Gabe Cooper is the founder and CEO of Virtuous Software, the responsive CRM and fundraising platform that helps your nonprofit easily create personalized donor experiences at scale that build lasting relationships with all their donors. After serving in a leadership role at a large nonprofit in the early 2000's, Gabe went on to help build a series of successful products in the nonprofit and for-profit sectors including multiple Apple award winning mobile apps.

Noah Barnett

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Noah Barnett is the Director of Research and Insights at Virtuous, the responsive CRM and fundraising platform designed to help you grow giving and create a personalized donor experience at scale. Previously, Noah spent ten years in fundraising and marketing leadership roles at several entities. He knows firsthand the challenges nonprofits face and is passionate about equipping them with the resources and insights they need to rally people around their cause.

March 29

12:00pm - 12:15pm
Room: Marketplace - Learning Lab 1

It’s All About the 'Gram': Using Instagram to Engage Your Donors

A picture is worth a thousand words ... so make them tell the narrative you want! Learn how to build an effective story arc with still pictures and “mini-movies” on Instagram.

Speakers

James Anderson

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Jim Anderson, CFRE, is Partner with GoalBusters, providing hands-on, comprehensive fundraising leadership for small to medium-sized organizations. Jim focuses on marketing strategy, multimedia production, sponsorships, and board and organizational training.

March 29

12:15pm - 12:30pm
Room: Marketplace - Learning Lab 1

Profiles, Pages, and Groups... Oh Jeez!

Remember when we thought Facebook was just a Fad? Well, turns out it's not just here to stay, but is constantly evolving to incorporate different areas of our lives. This session will talk about key areas of the social network giant and how you can best use it to your and your organization's advantage.

Speakers

John Dawe

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John Dawe is an associate consultant with GoalBusters, providing hands-on, comprehensive fundraising leadership for small to medium sized nonprofit organizations. He has been helping organizations build influence, impact, and leadership for more than 15 years. Serving in various organizational roles as strategic planner, change management consultant, outsourced development officer, and interim leadership roles from CEO/executive director, CIO, CPO, and CMO, Dawe helps organizations find their voice, amplify it, and get others to share their message.

David Tinker

Photo of David Tinker
David Tinker, CFRE, FAFP, is vice president of advancement at ACHIEVA and an adjunct professor of informatics in Muskingum University's Master of Information Strategy, Systems & Technology program. An AFP Master Trainer, he received the Outstanding Fundraising Executive Award from the AFP Western Pennsylvania Chapter in 2013. In 2017, Tinker was honored as part of the inaugural class of Distinguished Fellows of AFP.

March 29

12:30pm - 12:45pm
Room: Marketplace - Learning Lab 1

The AFPeeps Guide to Ramping Up Your Online Professional Networking

Join Scott Fortnum, MA, CFRE, ACFRE for a fast paced look at using professional networking social media platforms for career, donor prospects and staff recruitment.

Speakers

Scott Fortnum

Photo of Scott Fortnum
Scott Fortnum is President & CEO of Children’s Health Foundation in London, Ontario. He is the past chair of AFP’s International Awards Committee, past AFP International board director and member of the Greater Toronto Chapter Ethics Committee. Scott has held the CFRE designation continuously since 1995, and became the 92nd person to earn the ACFRE designation in 2011 joining the ACFRE Certification Board in 2014 and becoming chair in 2018.

March 29

12:45pm - 1:15pm
Room: Marketplace - Learning Lab 2

SAINS: State of Artificial Intelligence in the Nonprofit Sector

Join Jared and Tim, co-authors of the State of Artificial Intelligence in the Nonprofit Sector for conversation on the possibilities for AI and nonprofits to help improve the world. They’ll review some of the key findings and discuss the innovative ways AI is accelerating nonprofit missions, fundraising and marketing efforts.

Speakers

Jared Sheehan

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Jared Sheehan is the CEO at PwrdBy, an award winning social impact company creating the next generation of technologies for nonprofits and mission-driven organizations.

Tim Sarrantonio

Photo of Tim Sarrantonio
Tim Sarrantonio oversees Neon One’s ecosystem of software, consultant, and institutional partners that can address any nonprofit need. Neon One provides best in class products with NeonCRM, Rallybound, CiviCore, Arts People, and an ecosystem ensures that over 27 product integrations and over 90 consultants are working to solve problems specific to nonprofits.

March 29

3:15pm - 3:45pm

Top Strategies for Auction Event Survival

For many nonprofits, silent auctions and special events are critical components to fundraising success. But they don't come easy! From pre-event planning, procurement, sponsors and auction management, to onsite fundraising, executing a successful auction requires the right formula. Yet, many nonprofits use the same strategies year over year. Not anymore! It’s time to examine your auction through the lens of new trends and best practices.

Speakers

Joshua Meyer

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Joshua Meyer brings nearly two decades of fundraising, volunteer management, and marketing experience to his role as the senior director of marketing for OneCause. Josh started his career in the nonprofit sector working for more than eight years for a national nonprofit focusing on event fundraising. He has a passion for helping to create positive change and loves that his current role allows him to help nonprofits engage new donors and achieve their fundraising goals.

March 29

3:15pm - 4:30pm
Room: Marketplace - Learning Lab 1

How to Become a CFRE

The Certified Fund Raising Executive (CFRE) credential is the only accredited certification for fundraising. Join us for an in-depth look at the CFRE credential – what it is, what it can do for your career, how it complements education programs for fundraisers, application requirements, and more.

Speakers

Eva Aldrich

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Eva E. Aldrich, Ph.D., CAE, (CFRE, 2001 – 2016), is the President and CEO of CFRE International, the only accredited, globally acknowledged certification for fundraising professionals. The CFRE credential supports and encourages fundraising professionals to aspire to the highest standards of professionalism and ethical practice in serving the philanthropic sector. Prior to joining CFRE International, Aldrich was Associate Director of Public Service and The Fund Raising School at the Indiana University Lilly Family School of Philanthropy.

March 29

4:00pm - 5:15pm
Room: 327

You Got the Job! What to Do Your First 90 Days As a Team Leader

Congratulations, you got the job!  Now what? The first 90 days in your new leadership role can seem overwhelming, yet they are critical to the long-term success of your team, development strategy, and fundraising goals.  Learn how using appreciative inquiry can ensure alignment with your boss, board, and team, and how the appropriate use of transparency and vulnerability can set everyone up for success. 

Handouts
3081_2020IconPPTSimonBear.pptx
Speakers

Melissa Simon

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Melissa Simon, MSW, CFRE, is the senior director of development at Casa de Esperanza de los Ninos and the immediate past president of AFP-Greater Houston Chapter. She spent the first 11 years of her professional career providing direct service to vulnerable populations. Since earning her MSW, Simon has focused her efforts on raising needed resources to change the world and sharing her experience with others through mentoring, presenting, and leading development teams.

Liz Bear

Photo of Liz Bear
Liz Bear has been a fundraiser for over eight years. She is the Development director at Vita Living, an organization serving over 400 adults and children with intellectual and developmental disabilities. Previously, Bear worked in several different development roles at a residential children’s home. She served on the 2017 AFP Greater Houston Chapter’s Ask the Experts Conference Committee. Liz Bear has a master's degree in English from the University of Oklahoma and earned her CFRE in 2016.

March 29

4:00pm - 5:15pm
Room: 318

Why Babies at Work will Change Nonprofit Culture for Working Moms

As we continue to tackle issues of equity and inclusion within the workplace, let's talk about one of the most forgotten groups, working moms. Throughout all three sectors, there is a pressure for moms to return as soon as possible, creating stress for the new mom and lower productivity. Join us for an interactive session to discuss potential solutions for aiding working moms.

Speakers

Allison Plattsmier

Photo of Allison Plattsmier
Dr. Allison Quintanilla Plattsmier has a wealth of experience in the nonprofit sector. She currently serves as executive director of the Jordan Thomas Foundation and runs her own nonprofit consulting business, AQP Consulting. Plattsmier has raised over $1.2 million throughout her time in the nonprofit sector earning her recognition as one of AFP’s 2018 Outstanding Young Professionals. She specializes in nonprofit governance, strategic planning, donor psychology, and grant writing.

March 29

4:00pm - 5:15pm
Room: Ballroom 1

Fairy Tale Wedding, Marriage of Convenience or out of Necessity? Creating the Perfect Union Between Business and Your Nonprofit

The marriage between your organization and businesses requires a lot of work and is not to be taken for granted. Learn how to attract businesses, identify their needs, and nurture a relationship to benefit your community happily ever after. The session will include a case study of how one organization, created a program that worked to increase engagement of business supporters to increase their financial support, advocate, and promote the organization’s services.

Handouts
3295_LindaandSteven2020presentationFinalusingAFPtemplate.pptx
Speakers

Steven Titlebaum

Photo of Steven Titlebaum
Steven Titlebaum, CFRE, is a fundraising consultant with 20+ years of nonprofit and fundraising experience with local and national nonprofit organizations. Throughout his career, he has held most development office positions: database management, annual giving, major gifts/capital campaigns, planned giving, and corporate support. Through these positions, Titlebaum has established a grants program for trade association foundation, established a business networking group supporting hospice, and re-established planned giving programs at two organizations.

Linda Lysakowski

Photo of Linda Lysakowski
Linda Lysakowski is one of just over one hundred professionals worldwide to have earned the ACFRE designation. She has trained more than 40,000 development professionals around the world. Lysakowski is the author of numerous books, including Fundraising as a Career, Are You Ready for a Capital Campaign?, Raise More Money from Your Business Community, Fundraising for the GENIUS, and more. She also co-authored The Leaky Bucket, The New Donor, Nonprofit Strategic Planning, and others.

March 29

4:00pm - 4:30pm
Room: Marketplace - Learning Lab 2

How to Maximize and Utilize Livestream Fundraising

Live Fundraising is one of the fastest growing segments of the charity industry. Zoomers and Generation Z are heavily utilizing this new strategy as they engage using platforms they visit daily. This has expanded beyond the original scope of gaming. Learn the trends and strategies showing success.

Speakers

Michael Wasserman

Photo of Michael Wasserman
Michael Wasserman is CEO/co-founder of Tiltify, the most popular fundraising platform for livestream fundraisers. With more than 10 years of experience in charitable fundraising, Michael has helped raise tens of millions of dollars through innovative strategies for major charities as a consultant and executive prior to starting Tiltify. Since then Tiltify has re-invented the telethon with interactive technology that has shown to raise funds 37x than offline fundraising.

March 29

4:00pm - 5:15pm
Room: Ballroom 2

Embracing the Power of Your Legacy Pipeline

The success of any legacy program relies on good prospects, inspiring stories, and a strategic approach to moving donors, but what actions and moves do you need at every stage of the process?  This session will share how to implement a three-step pipeline matrix for inspiring donors to leave a legacy to your organization and how to design engaging and personalized supporter journeys that will both excite your donors and build better relationships with them. 

Handouts
3031_EmbracePipelineLPena.pdf
Speakers

Ligia Pena

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Ligia Peña, CFRE is the Global Legacy Manager at Greenpeace International where she drives the organization’s global legacy strategy and manages a community of practice of legacy managers in 14 countries. She’s a seasoned presenter internationally and author of the ‘Small Shop Fundraising’ chapter in the 2nd volume of Excellence in Fundraising in Canada. You can follow her adventures at www.globetrottingfundaiser.com

March 29

4:00pm - 5:15pm
Room: Ballroom 4

Advocacy and Philanthropy: Turning Donors Into Powerful Advocates

Our nonprofit organizations can no longer afford to stay silent on the public policies that affect our missions and the communities we serve.  As fundraisers, we are positioned to engage our donors and help them become powerful advocates for our causes and system change.  In this session, we will address the myths and fears around nonprofits engaging in advocacy, and hear from fundraisers who, through effective advocacy, have developed deeper donor relations while increasing giving and donor loyalty.

Handouts
3111_AdvocacyandPhilanthropyICON2020.pptx 3111_PhilanthropyEquityPrinciplesREACH.pdf 3111_AdvocacyandPhilanthropyICON20201.pdf
Speakers

Anthony Petchel

Photo of Anthony Petchel
Anthony Petchel is the director of Philanthropy and Communications for REACH Community Development. In this position, he leads the fundraising, marketing, and communications team responsible for fundraising and communications strategies and public policy advocacy. Petchel served as vice president of Development at the region’s science museum (OMSI). Before transitioning to fundraising, he spent over 16 years in commercial banking. Petchel holds an MBA and degrees in Psychology and Sociology and has over 20 years of nonprofit board service.

Mary-Frances Wain

Photo of Mary-Frances Wain
Mary-Frances Wain is the Svice president for External Affairs with NWLC, overseeing communications and development. Wain has over 20 years experience in organizational capacity building, specializing in resource mobilization for women’s empowerment and underserved audience initiatives. She previously served as executive director of Philanthropy for the United Nations Foundation and vice president of Philanthropy at Make-A-Wish Foundation. Wain has owned a philanthropic consulting firm and is an alumnus of Syracuse University’s S.I. Newhouse School of Public Communications.

Tiffany Miller

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Tiffany Miller is Chief of Staff and vice president of Policy for Communities In Schools (CIS). As Chief of Staff, she executes strategic plan goals and provides counsel on strategic direction. As vice president of Policy, Miller develops a comprehensive government relations strategy and actively engages with federal policymaking bodies to raise the awareness and brand of CIS. Prior to joining CIS, she was the director of Education Policy at the Center for American Progress.

March 29

4:00pm - 5:15pm
Room: 309

Creating Culturally Responsive Fundraising Campaigns

Organized philanthropy is not doing an adequate job of engaging non-white communities.  African-American, Hispanic, and Muslim donors are solicited less frequently.  These communities suggest they would give more if they were asked more often.  This session will look at fundraising preferences and motivations for giving in non-white and diverse faith communities.  Participants will learn how to move away from a one-size-fits-all fundraising approach and how cultural norms play a role in engaging new communities.

Handouts
3114_2020PPTResized.pptx
Speakers

Saadia Ahmed

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Saadia Ahmed graduated in International Studies from Austin College. She is a community leader, founder, and adviser to numerous nonprofit and community initiatives and executive director for GEM Advisers mentorship program. Ahmed was recently awarded the "Trailblazer" award by the Texas Muslim Women's Foundation and recognized for her social justice advocacy and community organizing in the Dallas/Ft. Worth area with the "Community Leader of the Year" annual award from Council on American Islamic Relations (CAIR)-D/FW.

Rachel Branaman

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Rachel Branaman, MA, is the principal consultant for Talem Consulting. Her experience includes executive leadership, marketing, fundraising, project management, and organizational development. Branaman has unique experience conducting work for organizations that work with communities of color, immigrants, refugees, religious minorities, and other impacted communities. She uses an intersectional and equity-based framework to serve organizations, ranging from social services to the arts, to create a robust organizational culture and infrastructure.

March 29

4:00pm - 5:15pm
Room: 307

Sitting Down With Millionaires: Reaching the Difficult-to-Reach Prospect for a First Meeting

Game-changing appointments with major philanthropists.  We all want them.  Learn how. Through 30+ years of the speaker''s practical experience, learn methods, techniques, and fun tips for obtaining appointments with the biggest philanthropists in your community.

Speakers

Armando Zumaya

Photo of Armando Zumaya
Armando Zumaya is a nationally sought-after speaker, trainer, and lecturer on several niche subjects in fundraising (most notably, major-gifts prospecting and developing major-giving programs for small and medium-sized nonprofits and others). He is a veteran and currently serving as a development officer with 33 years of experience. Zumaya has had op-eds in The Chronicle of Philanthropy, The NonProfit Times, Grassroots Fundraising Journal, and, most recently, in Currents, the magazine of CASE.

March 29

4:00pm - 5:15pm
Room: 321

Fundraisers say #MeToo: Addressing Sexual Harassment in the Profession

Research by OSU and the AFP suggests sexual harassment is a rampant problem in the fundraising profession. In this session, we will provide an overview of our research on sexual harassment in fundraising and facilitate a discussion. Our goals are to raise awareness, provide resources, and to move toward solutions.

Speakers

Erynn Beaton

Photo of Erynn Beaton

Megan LePere-Schloop

Photo of Megan LePere-Schloop

March 29

4:00pm - 5:15pm
Room: 324

Unleashing Your Awesomeness: Career Tips for Emerging Professionals

Join us as young professional fundraisers who have made a name for themselves in their career trajectories share how to have a professional resume that makes you stand out among peers, how to make career shifts along the way, and how to be successful in a variety of workplace settings.

Speakers

Chris Kasavich

Photo of Chris Kasavich
Chris Kasavich has been a professional fundraiser for eighteen years, serving in various positions and nonprofit sectors including higher education, fine arts, and healthcare. Currently, as a Senior Director of Philanthropic Resources at the University of Texas MD Anderson Cancer Center, Chris manages a fundraising team and personally secures major and planned gifts to support the mission of ending cancer. Chris earned his CFRE in 2009 and his Chartered Advisor in Philanthropy in 2018.

Dustin Williams

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Dustin F. Williams, CFRE is the Senior Director of Development for Children’s Health at Vanderbilt University Medical Center in Nashville, TN. Dustin’s career has focused on major gifts and donor engagement in higher education and healthcare nonprofits. He holds a BBA in management, is the former chair of the Young Professionals Workgroup for the AFP Next Generation Committee, and a recipient of the Association for Healthcare Philanthropy’s 40 Under 40 Award for 2019.

Melissa Neeley

Photo of Melissa Neeley
Melissa is the Development and Marketing Manager for Arms Wide Adoption Services, a Texas-based organization dedicated to building and sustaining strong, nurturing families for children who have endured abuse, neglect, or abandonment. Melissa earned two Bachelor of Science degrees in Public Relations and Family, Youth & Community Sciences from the University of Florida with minors in Nonprofit Leadership and Business Administration. She is a Board of Directors member for her local AFP chapter in Houston.

Emily Reed

Photo of Emily Reed
Emily Reed, CFRE, CNP is the Executive Director for Advancement at the Jeannine Rainbolt College of Education at the University of Oklahoma, seven years after beginning at OU in a leadership annual giving role. Previously she was the Development Coordinator for CASA of Oklahoma County. She was named the Oklahoma Chapter of AFP’s inaugural Outstanding Young Fundraising Professional in 2014 and now serves as the chapter’s president.

March 29

4:00pm - 5:15pm
Room: Ballroom 3

The Top Ten Challenges of Capital Campaigns: How to Fix Them and Still Reach Your Goal

Are you ready for the adventurous ride through the landscape of today''s capital campaign?  You may pack carefully for the trip, but capital campaigns are fraught with adventure, risk, and challenges. In this interactive and practical presentation, two noted capital campaign veterans will guide you through crises and obstacles that you may face on your journey to a transformational fundraising goal.  You will learn creative solutions that ultimately will bring big success!

Handouts
3296_Top10ChallengesofCapitalCampaignsJanuary302020.pdf 3296_TopTenCapitalCampaignChallengesandHowtoFixThem.pptx
Speakers

Gail Perry

Photo of Gail Perry
Gail Perry, MBA, CFRE, is a nonprofit missionary and philanthropy expert. She’s the leader of Gail Perry associates Philanthropy consultants, dedicated to helping nonprofits achieve transformational fundraising goals. Perry is an international keynote speaker, leading nonprofit expert, and author of Fired Up Fundraising: Turn Your Board's Passion into Action, recognized as “the gold standard guide to building successful boards.”

Brian Bonde

Photo of Brian Bonde
Brian Bonde, ACFRE, is immediate past chair of the AFP US Foundation & consultant. He was vice president at Sanford Health, president at Children’s Care Foundation, and vice president at Augustana University. Bonde graduated from Augustana University & Stanford University post-graduate. He has raised over $150 million and recognized with the AFP IHQ Award for Excellence in Fundraising and AHP Showcase Award. Bonde is an author & speaker, having presented at ICON since 1988, and was recently a "Rebels" presenter in 2016 & 2017.

March 29

4:00pm - 5:15pm
Room: 314

Find and Acquire New Donors

It's never been easier to introduce your organization to donors with a passion that matches your mission. In this session, we'll mix strategies with tools to walk through the set-up of an online acquisition plan, from targeting and look-a-like audiences to source tracking and determining lifetime value.

Speakers

Chris Clark

Photo of Chris Clark
Prior to joining Salesforce, Chris served for 15 years in the Nonprofit industry as an Executive Director and Chief Development Officer. Earlier in his career, he spent 6 years as an Accountant at Six Flags Theme Parks, supporting the finance processes of building roller coasters. Chris is a member of the AFP Research Council.

March 29

4:00pm - 5:15pm
Room: 316

Pull up a Seat or Build a Table: Emerging Leaders Get Real About Navigating Our Sector as a Woman of Color

Our workforce is changing! Now is the time to prepare talented professionals for leadership roles. What challenges do women of color in development face earlier in their careers? During this session, we will unpack what it looks like to be a young professional of color in the social sector today.

March 30

12:00am - 12:00am
Room: 331

Partners in Philanthropy: Clinicians Are #1

The traditional pipeline in healthcare foundations includes donors, philanthropists to other nonprofits, vendors, and their physicians. This model misses a crucial focus on people who already have a relationship with the organization—its patients. With the shifting landscape in healthcare, fundraising professionals must focus on engaging their hospital staff.

Speakers

Mark McCampbell

Photo of Mark McCampbell
Mark leads appraisal, assessment, analysis, and planning processes as a strategic partner to development teams, executives, and health systems. Mark is committed to this comprehensive approach, identifying strengths and opportunities, assets and effectiveness in teams, and helping to create near-term change that produces long-term transformation. With more than 36 years of experience, Mark has worked with leaders in various fields to help organizations prepare and take steps toward the next level of growth.

March 30

8:00am - 9:15am
Room: Ballroom 2

The Case for Support Playbook: Using the Flexible Story Format to Engage Donors

Stop boring your supporters with your case for support.  They already know what you''re going to say, and it''s too much about you! This session will explore how to create dramatically different and engaging cases for support using powerful psychological tools and frameworks.

Speakers

Bernard Ross

Photo of Bernard Ross
Bernard Ross is the director of a consultancy working worldwide for ethical organizations. He is the author of a number of books, including one on behavioral economics with Omar Mahmoud, head of knowledge at UNICEF. Bernard has created global strategies for the Red Cross, Amnesty International, Doctors Without Borders, and UNICEF. He’s raised money to refurbish the Eiffel Tower, to house the world’s largest dinosaur in Argentina, and to save the last 800 great apes

March 30

8:00am - 9:15am
Room: 318

Fundraising After A Tragedy: Finding Your New Normal

In October 2018, a shooting at a synagogue in Pittsburgh forever changed fundraising and communications for a nonprofit that served two of the men who died.  Learn the steps one agency took to handle the influx of media inquiries and donations from around the globe.  Learn how they were able to successfully steward and keep their new constituents informed then and now, and how they found their new normal.

Handouts
3242_2020PPTTinkerLoveLikeTheyBoys.pptx
Speakers

David Tinker

Photo of David Tinker
David Tinker, CFRE, FAFP, is vice president of advancement at ACHIEVA and an adjunct professor of informatics in Muskingum University's Master of Information Strategy, Systems & Technology program. An AFP Master Trainer, he received the Outstanding Fundraising Executive Award from the AFP Western Pennsylvania Chapter in 2013. In 2017, Tinker was honored as part of the inaugural class of Distinguished Fellows of AFP.

March 30

8:00am - 9:15am
Room: Ballroom 3

Professional Authenticity or Career Suicide? How to Balance Personal and Professional Identities at Work

What happens when people stop being polite and start getting real?  In this honest conversation with a panel of diverse fundraising professionals, learn how to navigate this increasingly blurry terrain of convergence and how to protect relationships with donors and CEOs.

Handouts
3269_PowerpointFINAL_AuthenticityorCareerSuicide.pptx
Speakers

Alice Ferris

Photo of Alice Ferris
Alice L. Ferris is the founding partner of GoalBusters Consulting, helping transform small but mighty philanthropic organizations. She has more than 25 years of fundraising experience in individual giving, grants, strategic and development planning, organizational change, and team training. A 20+ year member of AFP, Ferris has a passion for mentoring and supporting new leaders in fundraising and philanthropy.

Sarah Weikel

Photo of Sarah Weikel
Sarah Weikel is the director of Donor Relations at The Arc of Dutchess, an organization that supports people with disabilities. She specializes in peer-to-peer fundraising and relationship-building. Weikel holds a BA and MA in English Literature from SUNY New Paltz and received several local awards, including AFP MHV’s Rising Star Fundraiser.

Daphne Logan

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Daphne Logan, senior vice president, People at the Ounce of Prevention Fund, has a successful record of organizational and human resource strategy development and execution. She is a graduate of Northwestern University.

Brett Barnes

Photo of Brett Barnes,
Brett Barnes, CFRE, is senior director of development at Planned Parenthood of Greater Texas. His career has been focused primarily in the arts or social services. When not fundraising, Barnes can be found on the concert or opera stage performing or advocating in his role as an Austin Arts commissioner.

Brad Richardson

Photo of Brad Richardson,
Bradley Richardson is the director of Development and Campaign at Williamson College of the Trades, a full-scholarship, higher-education trade school located in Media, Pennsylvania. He is also a board member of AFP-Greater Philadelphia Chapter and the co-chair for AFP-GPC’s Young Professionals committee.

March 30

8:00am - 9:15am
Room: 309

Leadership From Within

Jumping off from well-known leadership theories such as Cashman’s "Leadership from the Inside Out" as well as incorporating philosophies of movement such as the Alexander Technique, participants in this session will explore the connection between great leadership, mindfulness, and body awareness.  Come ready to stretch yourself–both figuratively and literally!  Do you find yourself losing energy during meetings?  Are you unable to move crucial conversations forward?  Are you generally exhausted after work?  Then this is the session for you. 

Handouts
3331_2020AFPICONAdrienneLongenecker_LeadershipFromWithin.pdf
Speakers

Adrienne Longenecker

Photo of Adrienne Longenecker
Adrienne Longenecker, CFRE, has more than 25 years of experience helping groups of people complete projects by tapping into their best selves. As the COO of Hill Country Conservancy, she works each day with the staff and board to activate a strategic plan and raise lots of money by maximizing the creativity and wisdom inherent in us all. Longenecker is a yogi who loves taking hikes with her son and two dogs.

March 30

8:00am - 9:15am
Room: Ballroom 4

Tips & Tricks to Grow Your Small Shop Bigger, Faster

Do you work in a small, or one-person, shop?  Are you new to fundraising?  Have to do it all?  One of AFP ICON''s most talked about sessions is back with *new* insights along with the tried-and-true ones.  Walk away with *actionable* tips & tricks from professionals with decades of small shop experience that will help grow your shop bigger, faster without sacrificing quality.  This session focuses on small shops regardless of experience level.

Handouts
3102_TIPSandTRICKSAFPICON2020AdvancePOWERPOINT.pdf 3102_TIPSandTRICKSAFPICON2020AdvanceHANDOUT.pdf
Speakers

B.Michael McFarland

Photo of B.Michael McFarland
B. Michael McFarland is director of development for Foundation for a College Education. He has served in various development capacities for Trinity School, Chicago Charter School Foundation, Illinois Coalition for Immigrant and Refugee Rights, Voices for Illinois Children, Benedictine University, Louisville Youth Choir, and Walden Theatre. McFarland has helped raise more than $20,000,000 over his career, mostly with small or one-person shops.

Jim McBride

Photo of Jim McBride
Jim McBride has over 30 years of marketing and fundraising experience. He established the development department at the UCSF AIDS Health Project as part of graduate coursework at University of San Francisco. During his tenure at the AIDS Legal Referral Panel, McBride helped triple the agency’s revenue while establishing a 12-month operating reserve. As a volunteer Board member, he helps small nonprofits establish communications and fundraising operations, including Let’s Kick A.S.S. and Rainbow World Fund.

James Phelps

Photo of James Phelps
James K. Phelps, J.D., ACFRE, has been a development professional for 29 years. After 21 years working for nonprofits, he started his own consulting business, JKP Fundraising, LLC, where he provides comprehensive development services to small nonprofits. Phelps is currently serving in his 11th interim position, a service provided in his consultancy. He also conducts development audits, assists in creating development plans, and provides board training.

March 30

8:00am - 9:15am
Room: 307

Introvert or Extrovert? It Doesn’t Matter… Just Own Your Style

You know about introversion and extroversion.  Have you heard that one of these personality styles is better than the other for fundraising?  Actually, there are strengths and weaknesses to both.  The key to success is knowing your style and owning it. Through awareness you can take advantage of the benefits of your style, and watch out for the hiccups you will be most likely to encounter. Fundraising trainers Mary Cahalane (the introvert) and Chad Barger (the extrovert) will be your guides during this fun introspective session.

Handouts
3116_IntrovertOrExtrovertICON2020Deck.pptx
Speakers

Chad Barger

Photo of Chad Barger
Chad Barger teaches small charities to fundraise more effectively. He is chief strategist at the firm Productive Fundraising. Barger is better known as @fundraiserchad, publisher of a popular weekly email filled with free fundraising tips. As an avid hiker, he is known to frequently deliver those tips from the trail.

Mary Cahalane

Photo of Mary Cahalane
Mary Cahalane is the principal of Hands-On Fundraising, a Connecticut-based firm. She’s a consultant, copywriter, and blogger. Cahalane's experience covers all areas of fundraising, but annual giving programs are a specialty. She helps organizations put donors at the center of their fundraising with effective donor communications and smart planning.

March 30

8:00am - 9:15am
Room: 321

Keeping Calm: How to Master Your Brain Reward System to Optimize Your Decision-Making, Well-Being and Fundraising Performance

This workshop will open your eyes to the heavy price we end up paying through mental interference caused by the stress, urgency and technology we are subjected to in our lives as fundraisers. The great news is that ineffective conditioning and bad habits can be corrected. Come and learn how.

Speakers

Colin Habberton

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Dr Colin Habberton is the co-founder of the Relativ Group, an impact advisory firm. His team and tools have served corporations, government departments and non-profits to enhance their resource mobilization by leveraging their impact on the environment and society for over 10 years. He has presented at AFP conferences in the US and Canada, a variety of events across Europe, UK and Africa and serves on the boards of a selection of social impact organizations.

March 30

8:00am - 9:15am
Room: 324

What Does Truth and Reconciliation Mean in the Philanthropic Sector?

In 2015, the Truth and Reconciliation Commission of Canada released a final report and 94 calls to action, following a multi-year process of listening to survivors, communities, and others affected by the Indian Residential School system.  Based on a small survey of the philanthropic sector, this session will explore the unique role the sector can play in contributing to the work of reconciliation in Canada.  What is the knowledge level of stakeholders in the sector?  What successes, opportunities, and challenges do they face in supporting the Truth and Reconciliation calls to action? 

Handouts
3281_2020PPTResizedSharonRedsky.pdf
Speakers

Sharon Redsky

Photo of Sharon Redsky
Sharon Redsky is resident of Winnipeg and First Nation member of Shoal Lake #40. She is a member of the AFP Manitoba Chapter and employed with Dakota Ojibway Child & Family Services Inc as a development coordinator. Redsky was awarded the YMCA-YWCA Women of Distinction, Community Champion Award in 2017.

March 30

8:00am - 9:15am
Room: Ballroom 2

No Room For Error - Experienced Women of Color Talk Ceilings, Cliffs & Tables In the Sector

Leading as a woman of color can feel like an episode of Survivor, you have no room for error! During this session, we will explore the challenges of women of color in development and successes in the face of adversity from leaders who have learned to navigate the terrain.

March 30

8:00am - 9:15am
Room: 327

One Size Doesn’t Fit All: How to Engage Donors by Their Generation

Your donors are not the same, and your fundraising approach shouldn''t be, either. The truth is, from the Matures to Generation Z, giving looks different.  Different generations are motivated to give for different reasons. They also give in very different ways.  How can you build impactful and sustainable relationships with each generation?  In this session, learn how to understand their different paths to philanthropy and how to engage them as loyal and long-term donors to your cause.

Handouts
3282_OneSizeDoesntFitAll.pptx
Speakers

Lynnette Adams

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Lynnette Adams (M.A. in Public Relations and Organizational Communication) is the director of development at the Community College of Aurora Foundation and Adjunct Faculty Instructor for the nonprofit Leadership Management Masters University of Denver. She has over ten years of experience in fundraising and donor relations with a focus around building strong donor relationships and events. Her experience includes fundraising workshops at Colorado Free University and board leadership on donor development and donor stewardship.

March 30

8:00am - 9:15am
Room: 316

Redefining What it Means to ’Be a Man'

Over the past 100 years, we've had brilliant conversations about women's roles and identities in society under the banner of feminism. We've largely been missing a parallel conversation for, with, and about men. Join the discussion about positive masculinities, healthy relationships, and gender equity for our youth, communities, and workplaces.

Speakers

Jake Stika

Photo of Jake Stika
As Executive Director, Jake leads the expansion and growth of Next Gen Men as an organization and a movement. He has a global perspective on community development and social innovation. Jake believes himself to be a reconnection entrepreneur and is less interested in symptoms, but rather underlying causes. His vision for Next Gen Men comes from observing society today and wondering how to effect change by engaging men and boys for a better tomorrow.

March 30

8:00am - 9:15am
Room: 314

Supporters in Sight: A Look at Peer-to-Peer Personas

Peer-to-Peer Fundraising programs continue to grow in popularity as networked donors look for new ways to engage with their favorite causes. How do you identify your best prospects? Join us to uncover unique motivations and key indicators that may make a donor likely to engage in your Peer-to-Peer Fundraising programs.

Speakers

Robyn Mendez

Photo of Robyn Mendez
An experienced, data-driven Product Marketing Manager with a demonstrated history of driving sales growth for cloud-based software solutions. A career fundraiser dedicated to making the world a better place, Robyn has been fundraising since 2002. She has a passion helping organizations leverage technology to increase fundraising. In addition to Blackbaud, Robyn has worked at MD Anderson Cancer Center, Susan G. Komen Houston Affiliate and National MS Society's Lone Star Chapter.

March 30

8:00am - 9:15am
Room: Ballroom 4

Donor-Centered Fundraising ….How to Hold Onto Your Donors and Make Much More Money in a Changing Giving Environment

Donor-Centered Fundraising, Penelope Burk’s strategy that sustains donor loyalty and raises more generous gifts by aligning fundraising with donors’ requirements. With two decades of research, Donor-Centered Fundraising is the only statistically-supported fundraising philosophy with the power to bring donors and non-profits together to achieve substantial growth.

Speakers

Penelope Burk

Photo of Penelope Burk
Penelope Burk is a fundraising innovator with almost fifty years of experience in the NFP sector. She is a noted researcher and speaker, the author of four books, including the fundraising industry best-seller, Donor-Centered Fundraising, and over fifty seminars, webinars, forums and plays. Her fundraising research includes the annual Burk Donor Survey which charts how donors’ philanthropy is changing and how fundraisers can raise more money in a new giving environment.

March 30

9:15am - 9:45am
Room: Marketplace - Learning Lab 2

Social Fundraising Features That Make Peer-to-Peer Easier than You Think

Yes, social fundraising IS for your nonprofit! Join a focused overview of specialized social fundraising integrations; learn how you can implement the newest peer-to-peer strategies with one hand tied behind your back. Discover which social fundraising platforms are proven successes and which ones are up-and-comers with unlimited donation potential.

Speakers

Andrew Webb

Photo of Andrew Webb
Andrew Webb is a nonprofit expert with experience across management, operations, marketing, and fundraising. He’s passionate about helping nonprofits modernize their fundraising strategy through technology and the latest fundraising trends. Andrew currently serves on the board of directors for Spirit of Mercy, a children’s home located in Kahawa West, Kenya. He’s is a graduate of the Smeal College of Business at Pennsylvania State University.

March 30

10:00am - 10:30am

How Multi-Channel Marketing Automation & AI Can Help Your Nonprofit Be More Responsive, Raise Retention Rates, and Grow Giving

Donors live in a real-time, personalized world. Yet, nonprofits rely on analog, fix fundraising strategies. In this session, we’ll release you from the rusty handcuffs of analog fundraising strategies and showcase how modern nonprofits are using marketing automation, AI, and predictive donor journeys to hyper-personalized each donor’s experience.

Speakers

Gabe Cooper

Photo of Gabe Cooper
Gabe Cooper is the founder and CEO of Virtuous Software, the responsive CRM and fundraising platform that helps your nonprofit easily create personalized donor experiences at scale that build lasting relationships with all their donors. After serving in a leadership role at a large nonprofit in the early 2000's, Gabe went on to help build a series of successful products in the nonprofit and for-profit sectors including multiple Apple award winning mobile apps.

Noah Barnett

Photo of Noah Barnett
Noah Barnett is the Director of Research and Insights at Virtuous, the responsive CRM and fundraising platform designed to help you grow giving and create a personalized donor experience at scale. Previously, Noah spent ten years in fundraising and marketing leadership roles at several entities. He knows firsthand the challenges nonprofits face and is passionate about equipping them with the resources and insights they need to rally people around their cause.

March 30

10:00am - 10:30am
Room: Marketplace - Learning Lab 1

Learn All About AFP 360°l Powered By Korn Ferry Advance

Join us for a session with Korn Ferry Advance, our business partner which offers a 360-solution for professional success. Attendees will receive an overview of the cutting edge technology tools, such as a traits assessment and interview prep app designed with artificial intelligence. Get yourself set up with AFP 360°!

Speakers

Valerie Hayes

Photo of Valerie Hayes
Ms. Hayes works with clients to help them successfully navigate in their current companies or help them define a new career path. She has a proven approach and develops a customized strategy to help each client navigate the ever-changing world of work and reach the next step in their career journey. She is an insightful and experienced human resource professional with experience in recruiting and talent development.

March 30

10:15am - 11:30am
Room: Ballroom 1

Everything That’s Wrong With Fundraising Self-Regulation–And Quite a Bit That’s Right

This session presents new ways of thinking about fundraising self-regulation that can lead to more focused and targeted regulatory initiatives and foster better mutual understanding and collaboration between regulators and those they regulate.  It also identifies practical ways to improve fundraisers’ compliance with existing standards. 

Handouts
3056_3056SelfregulationIanMacQuillin.pptx
Speakers

Ian MacQuillin

Photo of Ian MacQuillin
Ian MacQuillin is the founder and director of the international fundraising think tank Rogare. He is a leading thinker on fundraising ethics, having developed a new normative theory of ethics specifically to cope with ethical dilemmas in fundraising. MacQuillin is also researching why many peopled have such negative attitudes to being asked to give to charity.

March 30

10:15am - 11:30am
Room: 316

A (Cis) Man’s Place Is in This Session: No, Really, Come to This Session

Do you get a sense that womxn in the fundraising field have a heavy load to bear?  Do you feel like some men are making all men look bad?  Are you wondering what YOU could do--or not do--about it?  You don’t have to be that guy anymore.  Come learn how to help seed change.

Speakers

Heather Hill

Photo of Heather Hill
Heather Hill is a seasoned nonprofit executive and AFP Master Trainer, experienced in several areas of the philanthropic sector, including higher education, human services, associations, faith-based, and international relief and development organizations. A highly rated international speaker, she works as a consultant in the sector and most recently served as vice president for advancement at Concordia College New York. Hill is past chair of the CFRE International Board of directors and is chair of Rogare.

Ashley Belanger

Photo of Ashley Belanger
Ashley Belanger is a bona fide nonprofit nerd. Having served in the trenches as a founding ED, she now delights in converting staff and board members from reluctant beggars to ambitious peddlers of joy. By applying research and theory to the fundraising, behavioral science, social science, marketing, design, and education, she helps her awesome clients build better organizations to achieve greater impact. Belanger is a proud member of Rogare: The Fundraising Think Tank, and she serves on the Rhode Island AFP chapter's professional development committee.

Tycely Williams

Photo of Tycely Williams
As chair of AFP’s Women’s Impact Initiative (WII), Tycely Williams, CFRE, has inspired individuals and institutions to invest more than $84 million in charitable causes. Currently, she serves as vice president of development for YWCA USA. Over the past 20 years, Williams has advanced philanthropy at the American Red Cross, the YMCA of Metropolitan Washington, and four human services organizations. She is a past president of the AFP DC Chapter.

Cherian Koshy

Photo of Cherian Koshy
Cherian Koshy has more than two decades of experience in a variety of nonprofits, where he has successfully helped organizations connect thousands of donors to causes they care about, raising tens of millions of dollars in the process. An AFP Master Trainer, he serves as the director of development at Des Moines Performing Arts, one of the nation’s premier arts organizations. Koshy is also a member of Rogare: The Fundraising Think Tank.

March 30

10:15am - 11:30am
Room: 318

We Really Don’t Want That Book / Collection / Artwork! Artfully Rejecting and Redirecting Gift-in-Kind Conversations

Ever had someone contact you about donating a gift-in-kind (GIK), only to find out their "treasure" is really troublesome for you and your organization?  Do you work in a GLAM (Gallery, Library, Archive, Museum) institution that struggles with its GIK policies and donor conversations?  In this session, learn how to deflect and redirect those "treasures" while keeping--and even improving--solid donor relationships.

Handouts
3327_2020PPTyeswereallydontwantthat31JanDRAFT.pptx
Speakers

Karlene Jennings

Photo of Karlene Jennings
Karlene Noel Jennings, MSIS, PhD, CFRE, has raised more than $100M for libraries, museums, and higher education during her two decades in development. She is an AFP Master Trainer and an adjunct faculty member for several institutions. Jennings has written several books about library advancement and currently serves as executive director of development for UNC Greensboro. She is passionate about learning and philanthropy as well as connecting people with people and people with ideas.

Keith Gorman

Photo of Keith Gorman
Keith Phelan Gorman is assistant dean for Special Collections and University Archives at the University Libraries, University of North Carolina, Greensboro. His prior appointments include Simmons College, Smithsonian Archives, and the Martha’s Vineyard Museum. Gorman holds both a MLIS (Archives) and PhD in History. Seeking to increase the use and visibility of UNCG’s collections, he has championed community engagement, the digitization of collections, adoption of new access tools, and expansion of instructional services.

March 30

10:15am - 11:30am
Room: 307

Practicing Gratitude, Learning From Fred Rogers, and Making Fundraising More Meaningful

Numerous studies suggest that practicing gratitude helps prevent illness, promotes optimism and happiness, and strengthens relationships.  The research applies as much to leading a meaningful life as it does to feeling inspired on the job and effectively engaging donors.  This session will present gratitude as a choice and explain ways to cultivate a grateful disposition.  It will also make recommendations about thanking donors well, appreciating colleagues, and finding inspiration in the highest hopes and ideals of your organization. 

Handouts
3064_AFPICON2020Gratitude.pptx 3064_AFP2020GratitudeHandout.pdf
Speakers

Alan Friedman

Photo of Alan Friedman
Alan Friedman directs fundraising at Fred Rogers Productions and currently manages FRP's Legacy Lives on Campaign. He previously directed Carnegie Mellon University's Institute for Social Innovation and Department of Foundation Relations. Friedman has also been a freelance journalist, a nursing aide, a preschool teaching aide, a waiter in a jazz club, and a recycling truck driver. He holds a Master's of Public Management from Carnegie Mellon and B.A. in English from UC Berkeley.

March 30

10:15am - 11:30am
Room: Ballroom 4

The Right Stuff: Innovative Approaches for Recruiting Fundraising Staff

Talented and skilled fundraisers are in perpetual demand.  How do you find the right ones for your organization?  This session provides research-based tools and strategies for effective hiring from recruitment and screening to interviewing and selection.  Join us to learn new and creative approaches to this essential activity.

Handouts
3071_TheRightStuff.pdf
Speakers

Sarah Nathan

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Sarah K. Nathan, Ph.D. is associate director of The Fund Raising School, a nationally renowned professional training program for fundraising practitioners. As a true pracademic, she supports faculty and curriculum development while researching the fundraising profession. Dr. Nathan holds an MA and PhD in philanthropic studies from the Indiana University Lilly Family School of Philanthropy.

Genevieve Shaker

Photo of Genevieve Shaker
Genevieve G. Shaker, Ph.D., is associate professor of philanthropic studies in the Indiana University Lilly Family School of Philanthropy at IUPUI. She was an advancement officer for 20 years, most recently as associate Dean for Development and External Affairs for the Indiana University School of Liberal Arts. Professor Shaker’s research focuses on higher education advancement, fundraising and fundraisers, and workplace philanthropy. She was named the Association of Fundraising Professionals' “Emerging Scholar” in 2015.

March 30

10:15am - 11:30am
Room: Ballroom 2

Fish in Your Own Pond: Combining Analytics and Stewardship to Raise More Money

Did you know that donor attrition is at an all-time high and second gift conversion is at an all-time low?  In this session, learn about a proven method to create deeper relationships with your current donors, to "fish in your own pond" for those who have higher capacity or are prospects for other forms of giving.  Learn to combine stewardship with donor database analytics, and refocus on both the art and science of fundraising.

Handouts
Speakers

Sam Laprade

Photo of Sam Laprade
For three decades, Sam Laprade has been inspired by philanthropy. Her life's passion is connecting with generous donors to help change lives and save lives. Laprade has experience with fundraising overall and specializes in donor database analytics, board relations, and stewardship. She also speaks about tough topics in the nonprofit sector. Laprade is the creator and host of “An Hour to Give” on 1310 News. The radio show focuses on philanthropy, volunteerism, and community.

March 30

10:15am - 11:30am
Room: 324

The Ins and Outs of Non-Profit Startups

Breaking into the non-profit world can be just as daunting as starting a new business. Competition with larger organizations coupled with establishing relationships, attracting new donors and supporters can be a struggle in and of itself. This often leads to non-profits closing before getting off of their feet. Join local Presidents and Chief Executive Officers as they discuss strategy, generating revenue, finding your niche and overcoming the struggles of operating a non-profit startup.

Speakers

Van Brooks

Photo of Van Brooks

Emily Thompson

Photo of Emily Thompson

Ben Cecchini

Photo of Ben Cecchini

Damion Cooper

Photo of Damion Cooper

March 30

10:15am - 11:30am
Room: 321

Five Tips On How To Get Lots Of Money From Donor-Advised Funds

NPT’s 2019 DAF Report found that giving through DAFs has nearly doubled in the past 5 years. The power of DAFs, especially as a vehicle for international giving, is yet to be fully tapped into by fundraisers. This presentation will provide tips on how to successfully secure philanthropic funds from DAFs.

Speakers

Ted Hart

Photo of Ted Hart
Ted Hart, ACFRE, CAP®, serves as President and CEO of CAF America and President of CAF Canada. An internationally recognized speaker, Ted has over 30 years of experience in advising global philanthropy and is an expert in regulatory frameworks governing both domestic and global philanthropy and risk management. Under Ted’s stewardship, CAF America has witnessed exponential growth providing over $1 billion in grants to eligible organizations in the United States and in 110 countries around the world.

March 30

10:15am - 11:30am
Room: 314

The Psychology Behind Successful Fundraising Events

Fundraising galas and events succeed when they win the hearts and minds of their guests.  When planning an event, what are the psychological and emotional triggers to consider that will help better connect guests to your cause?  Learn a 3-step plan for maximizing guest engagement and turning guests into post-event donors.   

Handouts
3264_ThePsychologyBehindSuccessfulEvents.pptx 3264_ThePsychologyBehindSuccessfulEvents1.pdf
Speakers

AJ Steinberg

Photo of AJ Steinberg
Professional event planner A.J. Steinberg has produced over 100 events and raised millions of dollars for nonprofits. With Queen Bee Fundraising, Steinberg shares her 20 years of experience and event planning strategies with organizations through webinars, workshops, and consulting.

March 30

10:15am - 11:30am
Room: 309

Ask For Anything Artfully

What if you had a specific 3-sentence recipe to ask for anything? You will write and speak an Ask for a Major gift or anything - event sponsors, operations, board service, and endowment gifts. You may rock at creating a great relationship, but the gift comes from a clear ask, confidently delivered. Learn how with Marcy Heim’s special presentation style of fun and hands-on action!

Speakers

Marcy Heim

Photo of Marcy Heim
Marcy Heim, CFRE, CSP, PLCC, AFP Master Teacher, rockstar keynote, coach, author, singer, and mom inspires mindset and methods so you live your best life and transform the world through generosity. She has made multi-million asks, led in a $1.8B campaign, and empowered scores to ask with her trademark 3-sentence Ask. The Artful Asker specializes in relationship management, staff retention, and inspired board engagement. Subscribe to her blog at marcyheim.com. Get ready to sing, laugh, and learn!

March 30

10:15am - 11:30am
Room: Ballroom 3

Fundraiser Burnout: How Well Are We Looking After Ourselves?

In 36 years of fundraising, I have personally seen fundraisers suffer from burnout, depression, alcoholism, premature death, and even suicide.  Many of us probably know friends and colleagues that are affected.  I have been there.  In this session, we will explore causes of stress and burnout, how to recognize the signs in ourselves and others, and explore ways in which we can address the situation.

Handouts
3228_FundraiserBurnoutArewelookingAfterOurselves240220.pdf
Speakers

Ligia Pena

Photo of Ligia Pena
Ligia Peña, CFRE is the Global Legacy Manager at Greenpeace International where she drives the organization’s global legacy strategy and manages a community of practice of legacy managers in 14 countries. She’s a seasoned presenter internationally and author of the ‘Small Shop Fundraising’ chapter in the 2nd volume of Excellence in Fundraising in Canada. You can follow her adventures at www.globetrottingfundaiser.com

Daryl Upsall

Photo of Daryl Upsall
Madrid-based Daryl Upsall has 36 years of experience working with 230 nonprofits in 62 countries. Known for his leadership and innovation, he pioneered digital and face-to-face fundraising. His agencies, Daryl Upsall & associates and Daryl Upsall Consulting International, provide strategic consulting and recruitment services for the leading United Nations agencies and INPOs. Upsall has presented in 25 countries. He is a fellow of the U.K.'s Institute of Fundraising and former AFP International vice-chair.

March 30

10:45am - 11:15am
Room: Marketplace - Learning Lab 2

Automate Your Membership Renewals—Retain More Donors, Raise More Money, Go Home Early

Learn how to automate your membership or annual fund renewals. See how to set up your creative, establish your renewal series communications, create your segmentation queries, and set up your reports once—and then run your renewals all year. Do this in a single channel or across multiple channels.

Speakers

Melissa Wyers

Photo of Melissa Wyers
Melissa is widely respected as one of the top practitioners in the nonprofit fundraising and marketing world. She brings more than 20 years of experience helping nonprofits increase their revenue and build their supporter base. For the last 9 years, she was the owner and President of Breakthrough Strategies, a fundraising, marketing and communications agency developing multi-channel programs for organizations like National Geographic, Heifer International, and the World Food Program

March 30

11:30am - 12:00pm
Room: Marketplace - Learning Lab 2

A Nonprofit’s Tech Stack: Accessible Data for All

Decisions around nonprofit tech stack is no longer the IT department’s alone. Modern day tech stacks empower all departments, requiring decentralized decision making around software, services and tools. Join us to dissect the meaning of accessible data and discuss the importance of a tech stack that helps a nonprofit grow.

Speakers

Tim Sarrantonio

Photo of Tim Sarrantonio
Tim Sarrantonio oversees Neon One’s ecosystem of software, consultant, and institutional partners that can address any nonprofit need. Neon One provides best in class products with NeonCRM, Rallybound, CiviCore, Arts People, and an ecosystem ensures that over 27 product integrations and over 90 consultants are working to solve problems specific to nonprofits.

March 30

11:30am - 11:45am
Room: Marketplace - Learning Lab 1

#BlameJosh’s Must Have Social Media Tools for 2020

Trends change, technology advances, and correspondingly, social analytics and social media management tools become increasingly more powerful. What are the top social media tools to have on your radar in 2020? #BlameJosh has your list.

Speakers

Josh Hirsch

Photo of Josh Hirsch
Josh Hirsch has an extensive background in social media, digital communications, and marketing, along with grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors. He has a certificate in strategic fundraising and philanthropy from Bay Path University. Hirsch also has an M.S. in family, youth, and community sciences and a B.S. in advertising, both from the University of Florida.

March 30

11:45am - 12:00pm
Room: Marketplace - Learning Lab 1

Social Media and Donor Relations, a Strategy for Success!

Now is the time to take a careful look at how your social media tools best fit into an overall donor relations strategy. Seeding and nurturing these online conversations requires significant strategy and effort. The real value of social media is in the genuine, authentic conversation that exists. Together we will explore how you can use social to thank and deliver impact to your donors!

Speakers

Lynne Wester

Photo of Lynne Wester
Lynne Wester believes that donor relations is the key to unlocking fundraising success and that organizations must be as dedicated to the donor experience as they are to the ask. She is featured in publications such as the Washington Post and the Chronicle of Philanthropy and has authored three books. Wester received her B.A. from South Carolina, holds a Masters in Strategic Fundraising and Philanthropy from BayPath, and proudly sports a Ducktorate from the Disney Institute.

March 30

12:00pm - 12:15pm
Room: Marketplace - Learning Lab 1

As Seen on TV - How Donor Relationships and Philanthropy Are Seen in Modern Media

Ever wonder where donors receive their information on the nonprofit industry? Look no further than the latest episode of a TV show, Netflix or movies. We'll examine how giving is portrayed in pop culture, and learn how we can prepare for conceptions of generosity and the media. Come be entertained and informed, and share a chuckle with peers while watching clips of relevant videos and examining the outcome of each. No shipping and handling charges needed!

Speakers

Lynne Wester

Photo of Lynne Wester
Lynne Wester believes that donor relations is the key to unlocking fundraising success and that organizations must be as dedicated to the donor experience as they are to the ask. She is featured in publications such as the Washington Post and the Chronicle of Philanthropy and has authored three books. Wester received her B.A. from South Carolina, holds a Masters in Strategic Fundraising and Philanthropy from BayPath, and proudly sports a Ducktorate from the Disney Institute.

March 30

12:15pm - 12:45pm

How to Reenergize Your Signature Event with Ambassador Fundraising

Fundraising events are ripe for innovation. In this session, we’ll discuss how to bring together the real world and digital world through Ambassador Fundraising to grow your event beyond the ballroom. Ambassador Fundraising leverages peer fundraising in conjunction with any type of event to drive attendance, sponsorships, and/or donations in a competitive, social fundraising campaign.

Speakers

Kelly Velasquez-Hague

Photo of Kelly Velasquez-Hague
Kelly Velasquez-Hague has more than 20 years of fundraising, nonprofit management, and marketing experience. Prior to starting her career in fundraising technology, Kelly worked in the nonprofit sector as a Development Director and Event Coordinator. Kelly is passionate about empowering great missions and helping nonprofits reach new donors and raise more funds for their cause.

March 30

12:30pm - 1:00pm

Ethics in the Age of Social Media (*AFPeeps Nest @ The AFP HUB)

In this short, interactive discussion, we'll pose a few questions about important considerations about ethics in the age of social media based on real-world situations.

Speakers

Alice Ferris

Photo of Alice Ferris
Alice L. Ferris is the founding partner of GoalBusters Consulting, helping transform small but mighty philanthropic organizations. She has more than 25 years of fundraising experience in individual giving, grants, strategic and development planning, organizational change, and team training. A 20+ year member of AFP, Ferris has a passion for mentoring and supporting new leaders in fundraising and philanthropy.

David Tinker

Photo of David Tinker
David Tinker, CFRE, FAFP, is vice president of advancement at ACHIEVA and an adjunct professor of informatics in Muskingum University's Master of Information Strategy, Systems & Technology program. An AFP Master Trainer, he received the Outstanding Fundraising Executive Award from the AFP Western Pennsylvania Chapter in 2013. In 2017, Tinker was honored as part of the inaugural class of Distinguished Fellows of AFP.

James Anderson

Photo of James Anderson
Jim Anderson, CFRE, is Partner with GoalBusters, providing hands-on, comprehensive fundraising leadership for small to medium-sized organizations. Jim focuses on marketing strategy, multimedia production, sponsorships, and board and organizational training.

March 30

1:00pm - 1:30pm

Direct Mail is Hot Again

Fundraisers are loving the return on investment on direct mail. With 98% of people checking their mail daily and 82% reading their mail for at least one-minute, direct mail is the most effective and efficient way to renew, acquire and steward donors. Come see how fundraising direct mail has been transformed - making it easier, faster, & cheaper. Get more time back in your day, all while raising money for your mission!

Speakers

Joe Leach

Photo of Joe Leach
Shortly after Joe launched his company in 2000, he began developing fundraising direct mail programs. Since then, Joe and his team have worked diligently to put their experience into one powerful and easy to use web app for nonprofit direct mail, called AppealMaker. Joe has accumulated a tremendous amount of experience in the nonprofit world and is always happy to share what he has learned with others.

March 30

1:00pm - 2:15pm
Room: Marketplace - Learning Lab 2

Giving in the Age of The Empowered Consumer

Today’s consumers have expectations related to digital technology. For nonprofits, these consumers are today’s donors. By meeting them where they are in the digital world with the empowering experiences they’ve come to expect, nonprofits can drive donations, increase revenue, and connect to the next generation for immediate and enduring growth.

Speakers

Ray Gary

Photo of Ray Gary
Ray is the CEO of iDonate, the leading fundraising software provider existing to grow nonprofits and create a more generous world. Through giving channels such as website, peer-to-peer, text, and events, iDonate allows nonprofits to empower donors with the personalized experiences they are accustomed to online. Ray’s expertise spans nearly three decades including serving as President of Koch Ventures, Inc. (KVI), where he led over $100 million in investments for software, telecommunications, and technology services.

March 30

1:15pm - 2:30pm
Room: Ballroom 1

Your Next Planned Gift is Just a Phone Call Away!

This session will explore current statistics and trends in planned giving and look at new ways to enhance your organization’s planned giving efforts. Discover techniques for identifying planned giving prospects, soliciting potential donors, and closing the gift over the phone. Most planned giving donors say they were "simply never asked” for a gift. Learn how your organization can avoid this common pitfall and develop a thriving and profitable planned giving marketing and solicitation plan.

Handouts
3093_YourNextPlannedGiftAnthonyAlonso.pdf
Speakers

Anthony Alonso

Photo of Anthony Alonso
Anthony Alonso, president of Catapult Fundraising, has over 30 years of experience in direct marketing. His experience ranges from the education, healthcare, and social services fields to the arts. Alonso has had the honor of working with prestigious institutions across the United States. It is his expertise that has led his clients to successfully raise over $250 million within the last five years from the lower end of the donor pyramid.

March 30

1:15pm - 2:30pm
Room: 309

Changing Global Paradigms: Leading on Shifting Sands

Leadership in 2020 requires a different set of skills, talents, and experience than before, and the shift will become even more dramatic over the next decade.  Drawing from extensive experience leading organizations, chairing boards, and coaching CEOs and board leaders, speaker Bob Carter, CFRE, will engage participants in a dynamic discussion on leadership.

Speakers

Bob Carter

Photo of Bob Carter
Past chair of AFP International and current chair of Carter, a philanthropic consulting firm, Bob Carter, CFRE, is known worldwide as an expert in major and mega-fundraising campaigns. His true passion, however, lies in preparing the next generation of leaders to navigate rapidly changing cultures, business models, and expectations. Carter's perspective is shaped through four decades of experience during which he chaired seven nonprofit boards, built multi-million-dollar fundraising programs, and counseled hundreds of nonprofit organizations.

Tessie San Martin

Photo of Tessie San Martin
Dr. Tessie San Martin is the President and CEO of Plan International USA, one of the oldest and largest international development organizations in the world. The organization partners with adolescent girls, children, and donors in more than 70 countries to overcome oppression and gender inequality. She is a seasoned executive with more than 30 years of experience working in education policy, economic growth, capacity-building, corporate governance, and political reform around the world.

March 30

1:15pm - 2:30pm
Room: Ballroom 3

Killing It on the Job When the Job Is Killing You

You’re a fundraiser who knows her craft– you should be killing it!  Is the job killing you instead?  Fundraisers face massive pressure to raise more and more money while also facing the unique challenges of working in nonprofit organizations.  In this session, learn to differentiate between typical pressures and toxic stressors.  The speakers will walk you through common challenges and offer four paths to success, distilled from our four decades of experience.  We got you!

Handouts
3187_KillingItOnTheJobBALockeTCBuck.pdf 3187_KillingItOnTheJobWorkbook.pdf
Speakers

Beth Ann Locke

Photo of Beth Ann Locke
Beth Ann Locke is chief development officer at BC Women's Health Foundation. She enjoys being a donor champion, is a tireless fan of our profession, and knows building relationships are key to success and sustainability. Locke has connected with donors to raise millions for causes in Canada and the U.S. She believes leaders must be fearless and invite others into the important conversations we must hold which is why she co-founded Ms.Rupt.

Clay Buck

Photo of Clay Buck
T. Clay Buck has been in the nonprofit sector since 1991 and has an extensive background as both a frontline practitioner and fundraising consultant. His expertise is in annual and individual giving, with a focus on creating systems and processes that drive donor-centered results. Buck, who has held the CFRE certification since 2014, is an AFP Master Trainer and an International Advisory Panel member of Rogare. He teaches fundraising at UNLV.

March 30

1:15pm - 2:30pm
Room: Ballroom 2

Seven Things Every Donor Wished We Knew

This is the session your donors want you to attend, and so does your supervisor!  Too often we approach fundraising from our own point of view.  However, we can be far more successful by looking at fundraising from the only point of view that really counts, the donor''s.  Come and learn how to make our jobs far more rewarding, raise more money, and have fun doing it.

Handouts
3011_SevenThingsDonorsWishedweKnew.pdf
Speakers

Wayne Olson

Photo of Wayne Olson
Wayne Olson is the author of four books and writes for Crescendo Interactive. He has also written for AFP's Advancing Philanthropy and Planned Giving Today. He has served fundraising roles for Universities, hospitals, and social services. Olson is an internationally sought-after speaker on donor relations, planned giving, and as a motivational speaker. He has worked with donors raising tens of millions of dollars as a fundraiser in his 20-year career.

March 30

1:15pm - 2:30pm
Room: 327

How to Cook a Perfect Ask: The Ultimate Recipe for Corporate Partnerships

Do you know why companies engage in social causes?  Do you know how to prospect and identify opportunities for new corporate partnerships?  How can you be a master chef in fundraising?  Learn from two corporate fundraising experts who will demonstrate the main ingredients to persuade a company to donate and how to secure new partnerships through relationships with existing and potential donors.  Come find out the best recipe for corporate fundraising.

Handouts
3250_AFPICON2020AnaFlavia_Thiago_Handouts.pdf 3250_AFPICON2020AnaFlavia_Thiago1.pdf
Speakers

Ana Flavia Godoi

Photo of Ana Flavia Godoi
Ana Flavia Godoi is a professional with over 15 years of experience, focused on strategic fundraising planning, private fundraising (major donors and corporate fundraising), and negotiation strategies. She is the development coordinator at Seconci-Rio, where she implemented the organization’s fundraising department and has being responsible for all corporate partnerships. As a Brazilian Fundraisers Association Board Member, Godoi defends ethical fundraising practices for nonprofits and philanthropy. She is also a member of a group of key female leaders engaged in social transformation.

Thiago Massagardi

Photo of Thiago Massagardi
Thiago Massagardi has a post graduate degree in social project management by PUC. Massagardi worked at SOS Mata Atlântica Foundation from 2007 to 2015. He also served as the chair of OCAS Magazine Social Project and is currently the vice chair. Massagardi worked to support several organizations in their fundraising, such as Baobá Fund for Racial Equity, Ipiranga Museum, Renal Vida, and others. Today, he is on the board of INSP (International Network Street Paper), of which OCAS is a member.

March 30

1:15pm - 2:30pm
Room: 327

New Delhi to New York and Mumbai to Montreal: Indian Immigrants Make Their Philanthropic Mark

The Indian community is one of the fastest growing diaspora groups in the United States and Canada.  As they establish new roots, philanthropic giving has already become a mainstay feature in their settlement story.  How can your organization build bridges with Indian immigrants and the next generation?  In this session, two academic researchers and two fundraisers join together to share their knowledge and experiences in engaging and stewarding this high potential donor group.

Handouts
3181_2020ICONNewDelhitoNewYork.pptx
Speakers

Krishan Mehta

Photo of Krishan Mehta
Dr. Krishan Mehta is executive director, Campaign at Ryerson University in Toronto, Canada. Previously, he held a variety of senior fundraising, alumni, and marketing roles at Seneca College and the University of Toronto. Mehta is also an instructor in Ryerson’s fundraising management program and recently completed his PhD from the University of Toronto where he studied the philanthropy of high net worth immigrants in Canada.

Bernadette White

Photo of Bernadette White
Bernadette "Bernie" White has been in the nonprofit sector for 5 years, coming from the world of academia. In 2019, she completed her doctorate in Sociology from Syracuse University. Her research focused on transnational philanthropy and volunteerism in the Indian American community. Currently, White works at Second Harvest Food Bank, located in San Jose, CA, in corporate philanthropy.

Nivisha Mehta

Photo of Nivisha Mehta
Nivisha Jennifer Mehta has 18 years of experience in major gift fundraising, grant writing, special event planning and sponsorship, marketing, and program strategy and development for nonprofit organizations. In that time, she has raised more than $8 million. Nivisha Mehta has spent over nine of these years raising funds from Indian Americans in the Bay Area and has developed cultural competencies and best practices on how best to approach philanthropy in this affluent ethnic community.

Manju Ramachandran

Photo of Manju Ramachandran
Since Manju Ramachandran was a teenager, she has been giving back to the South Asian community. She has supported Federation of Indo Americans, TiE, Foundation for Excellence, Maitri, and 1947 Partition Archive. Ramachandran has raised $5 milion fundraising to support programs at India Community Center, Second Harvest Food Bank, and currently at All Stars Helping Kids. Outside of work, she can be found drinking chai and watching the latest Bollywood movies with her three kids.

March 30

1:15pm - 2:30pm
Room: 307

Inconceivable! That Metric Does Not Mean What You Think It Means

Do you ever get the feeling that your development metrics are not helping you make smarter decisions?  Is your board insisting on looking at the same numbers they have since the Stone Age?  In this session, we will take a fresh look at fundraising metrics, including their flaws, fallacies, vulnerabilities, and strengths.  We will examine the metrics we use today, how to improve them, and the metrics we should use in the future. 

Handouts
3127_2020ICONInconceivableHandout.docx 3127_2020ICONInconceivable1.pptx
Speakers

Kirk Schmidt

Photo of Kirk Schmidt
Kirk Schmidt lives in the intersection between fundraising and mathematics. Over the last two years, he has been in charge of data, analytics, donations processing, donor relations, and direct response at STARS Air Ambulance in Calgary. Prior to joining STARS, Schmidt spent the previous eight years consulting nonprofits throughout Canada and the United States on fundraising data, the underlying systems, analytics, and business process.

Wes Moon

Photo of Wes Moon
Wes Moon launched his not-for-profit career by accident at one of Canada’s most prestigious fundraising organizations, the University of Toronto. While he was there, he helped build the process, operations, and tools that fundraisers needed to be successful with data-backed decision making. Moon worked with other leading Canadian charities before joining Blackbaud where he led the Canadian team. While there, he saw a gap in the market and built Wisely, an AI powered fundraiser acceleration tool.

March 30

1:15pm - 2:30pm
Room: 324

Mission vs Money: Maintaining Public Trust and Upholding Ethical Principles in Fundraising

Public trust of nonprofit organizations is essential for effective fundraising. Because of their mission, nonprofits and their leaders are held to a higher standard of ethical performance that is missing in many for-profit companies today. Fundraisers and NPO leaders must balance competition for donors and dollars while upholding ethical standards that may sometimes challenge their organizations. Professionals will review and define the Code of Ethics, improve accountability and transparency, and leave with an understanding of the importance of ethical fundraising. Participants will review relevant ethical cases and assess their knowledge and information related to ethical code violations.

Handouts
200_2020AFPICONMissionvsMoneysession.pptx 200_CodeofEthics.pdf
Speakers

Yulunda Davis-Quarrie

Photo of Yulunda Davis-Quarrie
Yulanda N. Davis-Quarrie, M.S., CFRE, joined Ramona Convent Secondary School in April 2019. As director of Institutional Advancement, she oversees the advancement activities including Annual Fund, Corporations and Foundations, Special Events, Major and Planned Giving, Alumnae Relations, and database management. Bringing more than 25 years of leadership experience in the field of philanthropy, Davis-Quarrie has held her CFRE since 1990 and has secured more than $80 million in philanthropic dollars for various nonprofits.

Gina Johnson

Photo of Gina Johnson
Gina Johnson, M.P.A., CFRE, joined Cal Poly Pomona’s Advancement team in January 2011. As executive director of Central Development, Johnson oversees the university’s development activities including Corporate and Foundation Relations, Annual Fund, and Planned Giving, with an annual goal exceeding $10 million. Johnson has also maintained senior management positions in the Nonprofit Sector for over 20 years; serving as lead strategist and securing millions of dollars annually.

March 30

1:15pm - 2:30pm
Room: 321

Pipedream or Pipeline: Strategies for Diversifying Your Board, Donors, and Staff

Effective and equitable nonprofits don’t just happen. Building diverse directors, staff, and donors requires intentionality. An interactive leadership panel from Baltimore will describe their experiences and practices. Learn how to become equipped in attracting and retaining diversified leadership and donors.

Speakers

Carmen Marshall

Photo of Carmen Marshall
Carmen C. Marshall is currently the Director of Consulting at Maryland Nonprofits. She loves working to strengthen and elevate nonprofit organizations. Her expertise in the nonprofit sector incorporates a wealth of on-the-ground experience as an executive director and a consultant helping organizations with building capacity, strategic planning, board governance, fundraising, equity and inclusion, team building, leadership development and change management. She is an expert trainer, facilitator and keynote speaker.

March 30

1:15pm - 2:30pm
Room: 314

Efficient Yet Personal Major Giving Strategies

Learn how to Integrate your CRM with the tools your teams use most to drive staff productivity. We will share how nonprofits boost gift officer productivity by leveraging email templates, scheduling meetings, entering gifts or contacts, and automatically capturing data without having to nag them.

Speakers

Mia Rodrigues

Photo of Mia Rodrigues
Mia has a diverse and interesting background that combines international development, non-profit and marketing. She worked at the World Bank on education policy in Eastern Europe, started her own education non-profit in Mongolia called Skills for Kids. As a product marketer, she worked at MARS Chocolate, Peet’s Coffee and recently at LinkedIn on their learning business. Mia currently serves on the board of an education nonprofit - Pleasanton Partners in Education. Mia did her masters in economics at Columbia University and MBA at the Wharton School. Mia lives in California with her husband and two boys.

Chris Clark

Photo of Chris Clark
Prior to joining Salesforce, Chris served for 15 years in the Nonprofit industry as an Executive Director and Chief Development Officer. Earlier in his career, he spent 6 years as an Accountant at Six Flags Theme Parks, supporting the finance processes of building roller coasters. Chris is a member of the AFP Research Council.

March 30

1:15pm - 2:30pm
Room: 318

Putting Your Board to Work: Designing Customized Donor Development Plans and Trainings for Your Small to Mid-Sized Nonprofit’s Board

Are you a small or mid-sized nonprofit ready to guide your board to the next level?  Not sure where to start?  Come learn how to teach your board the joy of development!  This highly interactive session will show you how to design your own board development training and how to craft and deliver customized development plans for immediate results.

Handouts
3149_ESurveyPostTrainingTemplate.pdf 3149_BuildingExcellentRelationshipsTheFiveEs.pdf 3149_24QuestionstoAskDonorsandProspects.pdf 3149_DonorDevelopmentPlanTemplate.pdf 3149_BoardandDevelopmentTrainingSessionTemplate.pdf 3149_BoardOneonOneWorksheetTemplate.pdf 3149_AnnamManthiram_AFPIconPresentation_2020withSlido1.pptx
Speakers

Annam Manthiram

Photo of Annam Manthiram
Annam Manthiram is the current development director at HopeWorks, New Mexico’s largest nonprofit serving the needs of those experiencing homelessness. She has over 15 years of nonprofit and community organization work in multiple states, helping various organizations raise millions of dollars for their missions. Manthiram holds a Master’s Degree in Writing from the USC and is a recipient of the 2016 Albuquerque Business First 40 Under 40 Award. She is also a published author.

March 30

1:15pm - 2:30pm
Room: 316

Parent Trap: Exploring the Stereotypes and Pressures of Working Parents

Globally, the modern family of today continues to evolve and the lives of working parents are constantly evolving with it. This panel will bring together a diverse range of working parents with different backgrounds and experiences to explore the stereotypes and pressures of being successful working parents.

Speakers

Kimberly Lewis

Photo of Kimberly Lewis
Kimberly B. Lewis, president and CEO of Goodwill Industries of East Texas, has 19 years of nonprofit and business experience. She has a B.A. in Fine Arts and an M.S. in Adult Technical Education. Lewis is the D&I chair for Goodwill Industries International, a Forbes Nonprofit Council member and contributor, a 2018-19 Global Good Fellow, a Gerson Lehrman Group (GLG) Council Member, owner of Motivational Muse, LLC, and an author.

Allison Plattsmier

Photo of Allison Plattsmier
Dr. Allison Quintanilla Plattsmier has a wealth of experience in the nonprofit sector. She currently serves as executive director of the Jordan Thomas Foundation and runs her own nonprofit consulting business, AQP Consulting. Plattsmier has raised over $1.2 million throughout her time in the nonprofit sector earning her recognition as one of AFP’s 2018 Outstanding Young Professionals. She specializes in nonprofit governance, strategic planning, donor psychology, and grant writing.

Puneet Luthra

Photo of Puneet Luthra

Ruth LaToison Ifill

Photo of Ruth LaToison Ifill
Ruth LaToison Ifill is passionate about helping teams and organizations to develop systems, practices, goals and cultural norms that increase organizational effectiveness, improve performance, and advance equity. Ruth has worked in and provided consult for leaders and organizations in various industries: secondary and higher education, local and national nonprofit, philanthropic organizations, federal government and faith-based groups. Most recently, Ruth served the Vice President of Culture, Talent & Equity at Council on Foundations.

Joshua Marshall

Photo of Joshua Marshall
Joshua Marshall – MBA, CFRE, is the President & COO of MCR West Ltd. He has more than 10 years of senior level funds development experience, with a concentration on relationship management and major gifts procurement. During his career, he has worked with post-secondary institutions and community development organizations. Joshua is a Board Member with Association of Fundraising Professionals (AFP) Canada Foundation for Philanthropy.

Lacey Kempinski

Photo of Lacey Kempinski
With a decade of experience in progressive non-profit fundraising work, Lacey prides herself in creating strategic, authentic relationships with the organization she is championing and their donors. Her career has focused on major gifts with experience in stewardship and donor retention, mid-level giving, events, marketing and communications, and corporate sponsorship. Her experience in healthcare philanthropy means she knows how to navigate complex organizations. She also has the experience of working at a grassroots level.

Taylor Shanklin

Photo of Taylor Shanklin
Taylor Shanklin is a speaker, podcast host, and marketing innovator in the nonprofit sector. With 13 years’ experience in nonprofit marketing, branding, fundraising, and technology, Taylor is the Vice President of Marketing at Pursuant, a fundraising agency that helps organizations raise more money through data-driven strategies. She is also the founder/host of the SOAR podcast - dedicated to helping people live and work happier by tapping into focus and passion to achieve “lift-off”.

March 30

2:30pm - 3:00pm
Room: Marketplace - Learning Lab 1

Learn All About AFP 360°l Powered By Korn Ferry Advance

Join us for a session with Korn Ferry Advance, our business partner which offers a 360-solution for professional success. Attendees will receive an overview of the cutting edge technology tools, such as a traits assessment and interview prep app designed with artificial intelligence. Get yourself set up with AFP 360°!

Speakers

Valerie Hayes

Photo of Valerie Hayes
Ms. Hayes works with clients to help them successfully navigate in their current companies or help them define a new career path. She has a proven approach and develops a customized strategy to help each client navigate the ever-changing world of work and reach the next step in their career journey. She is an insightful and experienced human resource professional with experience in recruiting and talent development.

March 30

3:00pm - 4:15pm
Room: 309

Why You Need More Women Donors and How You Can Get Them

You need more women donors!  Women have the potential to change your nonprofit organization with their philanthropy.  Learn how to engage them, how the differences in their attitudes about wealth and philanthropy affect their giving, and how you can influence current and future generations of women to give more.  Real people share their stories, and research studies confirm what we have assumed but now know for sure.  Women''s philanthropy is part of the future.

Handouts
3305_2020AFPWomenDonors.pptx
Speakers

Lois Buntz

Photo of Lois Buntz
Lois Buntz is a seasoned professional fundraiser with 35 years of experience in nonprofits and education. As a former United Way CEO, she has raised more than $120 million in annual, endowment, and capital campaigns. Currently, Buntz consults in major gift strategies and women's philanthropy programs. She holds an MSW from Univ Iowa and NP certification from Stanford. Buntz has presented at local and national AFP programs and is writing a book on women and philanthropy.

March 30

3:00pm - 4:15pm
Room: 327

Your Shop’s Ops: A Guide to Maximizing Donor Data Management

This interactive workshop will provide attendees with tangible action items around donor data management, user support, training and more. Come learn specific ways fundraisers can prioritize and enhance data operations to maximize fundraising results. When you implement these practices, your donors will notice and your team will thank you!

Handouts
3087_AFPICON2020YourShopsOps.pptx
Speakers

Juliana Weissbein

Photo of Juliana Weissbein
Juliana M. Weissbein, CFRE is a respected leader in regard to fundraising operations best practices. She currently serves as the Associate Director of Development Operations at Planned Parenthood Federation of America, is an AFP Outstanding Young Professional Fundraiser for 2019, immediate past chair of AFP New York City’s Emerging Leaders Committee and currently serves on the chapter’s board leading their mentorship efforts. For more information and to read her blog “Ops & Asks” visit julianacfre.com

Amy Dorfman

Photo of Amy Dorfman
Amy Dorfman is the lead project manager on the Development Operations team at Planned Parenthood Federation of America. In this role, she has led the organization through a successful CRM migration and implementation of Salesforce. Previously at the American Civil Liberties Union, Dorman managed development database business support for the ACLU national office and 53 affiliates. She holds a Masters of Public Administration with a Nonprofit Management concentration from The George Washington University.

Barbara Caceres Cerda

Photo of Barbara Caceres Cerda
Barbara Caceres is the user support & training manager on the Development Operations team at Planned Parenthood Federation of America. In this role, she has successfully developed and managed user training programs that include department-wide go-live trainings upon the implementation of Salesforce, refresher sessions on functionality and best practices, and new user onboardings. Caceres holds a Master's of Liberal Studies from The Graduate School and University Center of the City University of New York.

March 30

3:00pm - 4:15pm
Room: Ballroom 3

Grant Seeking 2.0: How to Effectively Engage Next-Generation Foundation Boards and Staff

We are in the midst of the most significant "changing of the guard" in the history of philanthropic foundations as the next generation of leaders assumes key staff and board roles.  Learn how to effectively engage them, from initial contact through the submission of your proposal, to gain their attention and trust and secure crucial grant support for your organization.

Handouts
3073_HicksAFPICON2020EngagingNextGenFoundationBoardandStaffHandout.pdf
Speakers

John Hicks

Photo of John Hicks
John Hicks, CFRE, is principal and founder of DLBHICKS LLC, a fundraising consulting and strategy firm that helps clients build and strengthen grantseeking programs. He is a faculty member at Columbia University's Nonprofit Management Program and a grant writing instructor for Candid. Hicks has been awarded "Stellar Speaker" status by CASE and has appeared as a presenter for AFP, The Chronicle of Philanthropy, The Ford Foundation, and the Institute of Fundraising (U.K.).

March 30

3:00pm - 4:15pm
Room: 324

Fundraising Across Borders: Working with Volunteer Leadership and Major Donors Outside the United States

In today''s globalized world, more and more U.S.-based nonprofit organizations are beginning to fundraise abroad. While this presents opportunities for expanded brand awareness and meaningful major gifts, it also presents unique challenges. How do you learn about cultural nuances and adjust your approach accordingly? How do you best engage volunteers who live hours, possibly even many time zones away?

Handouts
3317_Intropresentationv4forupload.pptx
Speakers

Amy Parker

Photo of Amy Parker
Amy Parker, CFRE, is vice president, Asia Pacific, at Grenzebach Glier & associates. With current clients in more than a dozen countries, GG+A combines industry best practices with an understanding of each organization’s cultural context to help nonprofits build sustainable fundraising and engagement structures. Prior to GG+A, she held fundraising leadership roles at the Smithsonian during its historic $1.5 billion campaign, the New York Public Library, and the University of North Carolina at Chapel Hill.

Jenny L. Williams

Photo of Jenny L. Williams
Jenny L. Williams joined Salzburg Global Seminar in early 2018 to launch and lead the organization’s largest and first fundraising campaign. Previously, she spent over a decade at the Smithsonian’s National Museum of Natural History managing the museum’s successful $225 million campaign. Williams also served as a fellow in eastern Europe focusing on cultural heritage conservation and preservation.

Jennifer McMillan

Photo of Jennifer McMillan
Jenny S. McMillan is the Associate Director of Advancement for the Smithsonian Tropical Research Institute which is based in Panama and has a 100+ year history of tropical biology research. As the chief development officer for the Institute, she manages a multi-national staff as well as an international advisory board and a local Panamanian board. Jenny joined the Smithsonian almost 10 years ago as a regional fundraiser for the first ever Smithsonian-wide capital campaign.,Jenny S. McMillan is the associate director of Advancement for the Smithsonian Tropical Research Institute which is based in Panama and has a 100+ year history of tropical biology research. As the chief development officer for the Institute, she manages a multi-national staff as well as an international advisory board and a local Panamanian board. McMillan joined the Smithsonian almost 10 years ago as a regional fundraiser for the first ever Smithsonian-wide capital campaign.

March 30

3:00pm - 4:15pm
Room: 318

What Mystery Shopping Tells Us About Donor Care (or Lack Thereof)

Think your organization is excellent at donor care? If your staff were mystery shopped, are you certain they would respond according to ethical best practices? This session explores how Fundraising Institute Australia developed and managed a member mystery shopping program to improve ethical fundraising, particularly around donors in vulnerable circumstances.

Education Track

Practitioner

Handouts
201_KatherineRaskobAFPIcon2020Presentation.pptx
Speakers

Katherine Raskob

Photo of Katherine Raskob
Katherine Raskob is the CEO of Fundraising Institute Australia, which lobbies the government on behalf of the sector’s interests, promotes ethical, best-practice fundraising, and provides training to advance the professionalism of fundraising. She holds a bachelor’s degree in English and a master’s degree in International Management, both from universities in the United States. Raskob is also a graduate and member of the Australian Institute of Company directors and sits on the board of Girl Guides Australia.

March 30

3:00pm - 4:15pm
Room: 307

How to Generate Results With GRACE, a Five-Step Public Relations Planning Process

Looking for ways to transform your nonprofit’s mission and add value to the work you do?  Learn how to create impact and deliver measurable outcomes with GRACE, an award-winning five-step planning process for your development and public relations efforts.  Come to this session prepared with a goal, and the speakers will walk you through the strategic planning and basic communications principles.  Bring a pen and paper, your laptop, or your tablet and be prepared to take action.

Handouts
3163_2020PPTGRACE5StepPRProcess.pptx
Speakers

Marisol Barrios

Photo of Marisol Barrios
With 23 years of successful experience in communications, public relations, and the nonprofit sector, Marisol Barrios generates strategic integrated communications efforts to mitigate risks to nonprofits and manage reputations and trending issues. Accredited in public relations, Barrios creates impact with GRACE, a five-step, award-winning strategic PR process to transform the missions of organizations. A Forbes.com featured expert, she has earned Hillsides, a child welfare provider, seven public relations awards, including one for crisis communications.

March 30

3:00pm - 4:15pm
Room: Ballroom 4

Crushing It: Capital Campaign Communications That Knock Their Socks Off

How do you write capital campaign communications so they inspire donors to take action?  How can you better use communications to engage with campaign ambassadors and donors early on?  What print or digital tools will you need during each phase?  This session will focus on the best ways to communicate your case for support so you can close big gifts with confidence.  Learn how to engage with major donors in new ways.

Handouts
3259_AFPicon2020.pdf
Speakers

Sarah Durham

Photo of Sarah Durham
Sarah Durham is the CEO of Big Duck, a communications firm that helps nonprofits experiencing significant growth and change leverage communications strategically to advance their missions. The author of Brandraising: How Nonprofits Raise Visibility and Money Through Smart Communications, she also serves as chair of the National Brain Tumor Society's board of directors.

Vicky Bisogno

Photo of Vicky Bisogno
Vicky Bisogno heads Transportation Alternatives’ development team, overseeing a diverse revenue portfolio and a team of seven. Previously, she had focused largely on capital campaigns as in-house staff at The Juilliard School and Friends of the High Line. Bisogno also served as a consultant with the global strategic fundraising firm CCS.

Bonnie Epstein

Photo of Bonnie Epstein
As Vice Chancellor and chief development officer, Bonnie Epstein leads the JTS development team in cultivating and soliciting major gifts and is responsible for all operating areas of development, including regional fundraising, grants, and more.

March 30

3:00pm - 4:15pm
Room: Ballroom 2

The “5 Steps” for Any ASK

Do you want your CEO, board, staff, and volunteers to all be on the “same page” when it comes to making any ASK? My “5 Steps for Any ASK” provides the structure, focus, and certainty to get you to YES in record time!

Speakers

Laura Fredricks

Photo of Laura Fredricks
Laura Fredricks, JD, CEO and Founder of THE ASK©, trains and coaches individuals, nonprofits and businesses on How to ASK and GET exactly what you want. Her latest book: “THE ASK: For Business, For Philanthropy, and Everyday Living” has helped hundreds of boards, fundraisers, attorneys, entrepreneurs, teenagers, artists and philanthropists get their Best Life Possible, through THE ASK. She is the 2018 NYCAFP Ralph E. Chamberlain Award winner for extraordinary leadership in fundraising.

March 30

3:00pm - 4:15pm
Room: 321

When Small Becomes Big - How a Small Hospital Development Team Survives a Merger

Going through or gone through a merger recently? Come hear from a fundraiser on how to thrive after their hospital was acquired by a large health system. We’ll discuss the challenges like merging the database and maintaining your identity along with the awesome resources like prospect research and communications specialists.

Speakers

Mark Chilutti

Photo of Mark Chilutti
Mark Chilutti serves as Assistant Vice President of Development for Magee Rehabilitation Hospital in Philadelphia, where he is responsible for major gifts, planned giving, led the recent capital campaign, and is involved in board development. Mark has helped the hospital raise over $30,000,000 to improve the quality of life of individuals with disabilities. Mark is a distinguished public speaker, addressing groups on the need for disability insurance, gun safety issues, and turning tragedy into triumph.

March 30

3:00pm - 4:15pm
Room: 314

The Human Factor: Supporting Successful Change Initatives

As fundraisers, you are constantly evolving and changing practices. We’ve all heard the stats—70% of change initiatives do not succeed. Join us to explore how you beat those stats. You’ll learn how to define change, analyze potential impacts, set expectations, and stick with new initiatives for the long haul.

Speakers

Michael Reardon

Photo of Michael Reardon
Michael Reardon, Ph.D., is the Manager for the Business Consulting Services team for Blackbaud with more than 20 years of experience in organizational communication, change management, virtual work, and corporate identification. Prior to joining the Blackbaud team, Michael worked as an Assistant Professor in the Department of Communication at the College of Charleston where he was honored with Faculty of the Year awards in 2009-2010 as well as in 2010-2011.

March 30

3:00pm - 4:15pm
Room: 316

Rage Philanthropy: The Good, the Bad, and the Unknown

Anecdotal evidence and recent media reports suggest that donors are increasingly political in their gift-giving practices.  But what do we really know about this phenomenon dubbed “rage philanthropy”?  What impact does it have on organizations?  This session will share emerging research and offer suggestions for fundraisers working with politically-minded donors.

Handouts
3072_AFPICONhandout2020.pdf
Speakers

Sarah Nathan

Photo of Sarah Nathan
Sarah K. Nathan, Ph.D. is associate director of The Fund Raising School, a nationally renowned professional training program for fundraising practitioners. As a true pracademic, she supports faculty and curriculum development while researching the fundraising profession. Dr. Nathan holds an MA and PhD in philanthropic studies from the Indiana University Lilly Family School of Philanthropy.

Amy Voida

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Dr. Amy Voida is an assistant professor and founding faculty in the Department of Information Science at the University of Colorado Boulder. She holds adjunct appointments with the CU-Boulder Department of Computer Science and with the Lilly Family School of Philanthropy at Indiana University. Dr. Voida conducts research in human-computer interaction, computer supported cooperative work, and ubiquitous computing, with a focus on philanthropic informatics.

Melanie Sidwell

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Melanie M. Sidwell recently earned her master's degree in Media Studies as part of the Media and Public Engagement (MAPE) program at University of Colorado Boulder. Her interests include studying the media's effect on philanthropy, both on individual and community engagement, through a nonprofit and higher education lens. Melanie writes frequently about philanthropy as a Senior Communications Manager for the Office of Advancement for the University of Colorado system.

March 30

3:00pm - 4:15pm
Room: Ballroom 1

Beyond the Hype: What Actually Works in Digital Fundraising and Social Media

Tired of all the hype around social media, especially when it comes to fundraising? Want to learn what *actually* works and how to prioritize your digital fundraising efforts to drive donations and build community?  Yes, even small nonprofits can get real results on social media.  We will show you how in this interactive, tactical workshop for digital fundraisers who want to start working smarter, not harder on social media. 

Handouts
3134_BeyondtheHypeJuliaCampbellJoshHirschAFPICON2020SLIDESPDF.pdf
Speakers

Julia Campbell

Photo of Julia Campbell
Julia Campbell, MPA, is a global authority on nonprofit digital storytelling. The author of Storytelling in the Digital Age: A Guide for Nonprofits and Social Media Success in 90 Days: A Guide for Nonprofits and Change Agents, she trains nonprofits on how to use digital tools to tell compelling stories, engage active supporters, and raise millions.

Josh Hirsch

Photo of Josh Hirsch
Josh Hirsch has an extensive background in social media, digital communications, and marketing, along with grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors. He has a certificate in strategic fundraising and philanthropy from Bay Path University. Hirsch also has an M.S. in family, youth, and community sciences and a B.S. in advertising, both from the University of Florida.

March 30

4:00pm - 4:30pm
Room: Marketplace - Learning Lab 2

How to Prepare for and Activate an Emergency Fundraising Campaign

Whether it’s a disaster or social movement, advocates want to begin fundraising instantly. They are flocking to crowdfunding sites, Facebook fundraisers or other solutions to get involved when a moment that moves them happens. Join us to discuss preparation for these reactive fundraising moments from a talent and technology perspective.

Speakers

Michael Wasserman

Photo of Michael Wasserman
Michael Wasserman is CEO/co-founder of Tiltify, the most popular fundraising platform for livestream fundraisers. With more than 10 years of experience in charitable fundraising, Michael has helped raise tens of millions of dollars through innovative strategies for major charities as a consultant and executive prior to starting Tiltify. Since then Tiltify has re-invented the telethon with interactive technology that has shown to raise funds 37x than offline fundraising.

Becky Sendrow

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Becky Sendrow is the Director of Celebrity & Entertainment Engagement for the American Red Cross, where she manages talent and entertainment partnerships across all verticals of the Organization, including celebrity ambassadors, Red Cross integration and partnerships with television and film, and event activations. She joined the Red Cross in 2015.

March 30

4:45pm - 5:15pm
Room: Marketplace - Learning Lab 1

The Peeps Show!

Compete for fabulous prizes just by answering questions about social media statistics, best practices, and online randomness. Come with your game face on!

Speakers

Josh Hirsch

Photo of Josh Hirsch
Josh Hirsch has an extensive background in social media, digital communications, and marketing, along with grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors. He has a certificate in strategic fundraising and philanthropy from Bay Path University. Hirsch also has an M.S. in family, youth, and community sciences and a B.S. in advertising, both from the University of Florida.

James Anderson

Photo of James Anderson
Jim Anderson, CFRE, is Partner with GoalBusters, providing hands-on, comprehensive fundraising leadership for small to medium-sized organizations. Jim focuses on marketing strategy, multimedia production, sponsorships, and board and organizational training.

March 31

8:00am - 9:15am
Room: Ballroom 2

You Need a Killer Opening Act: The Role of the Annual Fund in Major Giving

Major gifts are essential to fundraising and campaign success.  Many major gift donors begin their giving with a gift to your annual fund.  In addition to securing new donors and annual gifts, a successful annual fund can help upgrade donors, build donor loyalty, and develop major gift and planned giving donor prospects. In this session, we will discuss how the annual fund can help increase major gift results.

Speakers

Tim Logan

Photo of Tim Logan
Timothy D. Logan, FAHP, ACFRE, is associate vice president of Strategy at Barton Cotton. He is a leader in developing innovative multichannel direct response programs for major and planned giving. Logan holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University. He has 39 years of experience in fund raising and nonprofit management, including 22 years as a direct response fundraising consultant. An AFP certified Master Instructor, Logan is also an author on fundraising.

March 31

8:00am - 9:15am
Room: Ballroom 3

I’m New, and I Want to Be Good! Jump Start Your Career with Eight Key Tips

Are you new to your job?  Do you have lofty dreams and goals to make a difference, but you''re not sure where to begin?  In this session, you will learn 8 key tips from a seasoned fundraiser. These tips will help you get started and put you on the path to quicker success. You will return home ready to impress your colleagues and show them you are ready!

Handouts
3142_MarkChiluttiImNewandIWanttoBeGood.pptx 3142_MageeProgramsHandout1.pdf 3142_AmputeeSupportFundatMageeRehabilitationHospitalHandout2.pdf 3142_8Beshandout3.pdf
Speakers

Mark Chilutti

Photo of Mark Chilutti
Mark Chilutti serves as Assistant Vice President of Development for Magee Rehabilitation Hospital in Philadelphia, where he is responsible for major gifts, planned giving, led the recent capital campaign, and is involved in board development. Mark has helped the hospital raise over $30,000,000 to improve the quality of life of individuals with disabilities. Mark is a distinguished public speaker, addressing groups on the need for disability insurance, gun safety issues, and turning tragedy into triumph.

March 31

8:00am - 9:15am
Room: 309

Let’s Talk About Trust: Professional Fundraising and Public Perception

Fundraising is problematic because it is too professional to be trusted and not adequately professional to warrant trust. Drawing on recent research, this session will explore why a general distrust of professional fundraising persists and consider how fundraising can gain trust in order to better serve public interest.

Handouts
3209_LetsTalkaboutTrustICONDRAFTONLY.pptx
Speakers

Juniper Locilento

Photo of Juniper Locilento
Juniper is Chief Development and Communications Officer for Community Food Centres Canada, leading a $50M campaign to build health, belonging, and social justice in low-income communities through the power of food. Juniper is Vice President, Public Affairs and Co-Chair of AFP Insights for AFP Greater Toronto and an AFP Canada Foundation Director. She holds a Masters of Philanthropy and Nonprofit Leadership and is an instructor in the Fundraising Management Program at Ryerson University.

March 31

8:00am - 9:15am
Room: 321

Using Digital to Dig Deeper in Your Database and Drive Donor Development

Four out of five organizations do not use the information they have at their fingertips to their maximum potential, likely because the information they're collecting in their databases is stale or ineffective. This workshop will tell you how organizations of all sizes can use data collection, free (or inexpensive) technology solutions, and digital engagement techniques to move prospects up the ladder to super-volunteers and major donors.

Handouts
3054_3054UsingDigitaltoDigDeeper.pptx
Speakers

John Dawe

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John Dawe is an associate consultant with GoalBusters, providing hands-on, comprehensive fundraising leadership for small to medium sized nonprofit organizations. He has been helping organizations build influence, impact, and leadership for more than 15 years. Serving in various organizational roles as strategic planner, change management consultant, outsourced development officer, and interim leadership roles from CEO/executive director, CIO, CPO, and CMO, Dawe helps organizations find their voice, amplify it, and get others to share their message.

Brianna Gianti

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Brianna Gianti is an innovative leader who blends passion, integrity, entrepreneurial strategies, fiscal acumen, and results-oriented execution to achieve organizational goals. She is a results-proven, energetic senior nonprofit/association relationship builder with expertise in achieving superior performance through effective management of people, information, and technology. Gianti works for EveryAction, the nonprofit arm of NGPVAN, the leading CRM for political candidates, used in every campaign from local to presidential races.

March 31

8:00am - 9:15am
Room: 316

Bitcoin - the Next Frontier of Fundraising

Bitcoin is the most lucrative new fundraising opportunity for non-profits. This session will walk you through the basics of bitcoin, blockchain, and crypto tokens. We’ll look at different ways to set up a crypto donation program, and understand how to find and steward crypto donors.

Speakers

Anne Connelly

Photo of Anne Connelly
Anne is Faculty at Singularity University, teaching global leaders how exponential technologies can solve problems that impact over a billion people. Anne previously worked with Doctors Without Borders and currently serves on their board of directors. In 2015, she was honored with the AFP New Fundraising Professional Award. She has also been honored as one of CBC’s 12 Young Leaders Changing Canada and one of the Fifty Most Inspirational Women in Technology in Canada.

March 31

8:00am - 9:15am
Room: Ballroom 4

A Christian, a Muslim, and a Jew Walk Into a Room...

Should you offer a Christian donor a cookie during Lent?  Is it okay to book a meeting with a Muslim donor on a Friday?  Should you wear a head covering to talk to a Jewish donor?  Where to start?  In this interactive session, learn ideas and tips for understanding and communicating with people of faith.  The only stupid question will be the one you didn''t ask.

Handouts
3184_AFPICONMuslimChristianJewWalkvJan112020Final.pdf 3184_MuslimChristianJewHandout.pdf
Speakers

Ann Rosenfield

Photo of Ann Rosenfield
Ann Rosenfield, MBA, CFRE, is an award-winning professional who has been helping donors, volunteers, boards, and neighbours make good decisions about charity for over 20 years. She is currently running a major gifts program for a Reform Jewish Congregation. Rosenfield also serves as the editor of Hilborn Charity eNews, Canada's weekly source for sector news. In her spare time, she serves as board secretary of Rainbow Railroad.

Lori Guenther Reesor

Photo of Lori Guenther Reesor
Lori Guenther Reesor, B. Math, MTS, DMin, is an expert in Christian giving, although, as a Mennonite, she trembles at using the word "expert" to describe herself. She asked Christian donors about their giving during a church basement tour as part of her Doctor of Ministry research in Christian giving. Reesor has spent her career working with church and charity. She brings a keen eye for numbers and an ear for stories to her work.

Irshad Osman

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Irshad Osman, CFRE, is a Theologian (an Imam) by training and a fundraiser by profession. He obtained his Bachelor's in Arabic-Islamic studies from Naleemiah Islamic University in Sri Lanka and completed his master's degree in Public Policy and Management from the University of Manchester. Irshad Osman is currently the senior development officer of Inclusive Giving at the Women’s College Hospital Foundation. He volunteers as the director of Interfaith Relations at Cordoba Centre for Civic Engagement.

March 31

8:00am - 9:15am
Room: 307

Donor Love: Brain, Data, and Experience to Supercharge Your Donor Retention

Have you ever wondered what "donor love" or retention means in practice and how to measure it?  With the help of neuroscience and real fundraising cases from around the world, this session will show how to engage donors using science, experience, and data to supercharge the lifetime value (LTV) of donors.

Handouts
3009_AmbrogettiAFPICON2020.pptx
Speakers

Francesco Saverio Ambrogetti

Photo of Francesco Saverio Ambrogetti
Francesco Saverio Ambrogetti is the UNICEF global lead of supporter engagement in NY. Before reaching this position, he was at the Capital Development Fund of the UN and director of fundraising for UNICEF Italy. He has over 20 years international experience with UNICEF, UNAIDS, World Bank, WWF, and MSF, in Geneva, Panama, and Bangkok. Ambrogetti teaches at the University of Bologna and authored Emotionraising: How to Astonish, Disturb, Seduce and Convince the Brain to Support Good Causes.

March 31

8:00am - 9:15am
Room: 318

Prospect Identification Techniques To Find Hidden Gems And Get On The Road Faster

Pipeline feeling a bit stale? Come learn how to refresh your discovery initiatives with basic identification techniques using Excel and information from your own database. In this session, we will cover GW’s qualification project where frontline fundraisers and prospect development partnered to qualify over 1,000 constituents in nine months.

Speakers

Anne Dean

Photo of Anne Dean
Anne is the managing director, Research & Relationship Management at George Washington University, leading the team that provides prospect research and relationship management services to a division of more than 200. Prior to GW, Anne worked in UC San Diego’s External Affairs and Development Research offices.

Tracy Sullivan

Photo of Tracy Sullivan
Tracy is the director of development, Central Initiatives at George Washington University, where she leads the major gift officers focused on university-wide initiatives, including scholarships and capital projects. Tracy previously led fundraising for GW Libraries and Academic Innovation and was executive director at Lee-Fendall House Museum & Garden.

March 31

8:00am - 9:15am
Room: 324

The Significance of Impact Measurement and Management As A New Opportunity for Fundraising Growth

A consensus is emerging regarding the definition and structure of how to measure and manage an organization’s impact on society and the environment. This workshop will cover the fundamentals, risks and new growth opportunities of this shift bringing fundraisers, corporations, investors, philanthropists and the interests that they serve, closer together.

Speakers

Colin Habberton

Photo of Colin Habberton
Dr Colin Habberton is the co-founder of the Relativ Group, an impact advisory firm. His team and tools have served corporations, government departments and non-profits to enhance their resource mobilization by leveraging their impact on the environment and society for over 10 years. He has presented at AFP conferences in the US and Canada, a variety of events across Europe, UK and Africa and serves on the boards of a selection of social impact organizations.

March 31

8:00am - 9:15am
Room: 327

Key Thinking Strategies of Phenomenal Leaders

As a leader, your thinking has a greater impact on your results than any other factor.  In this session, you will learn how to challenge your self-imposed limitations to reflect the thinking of today’s most accomplished leaders.  You will walk away with tangible strategies for overcoming your biggest leadership obstacles.

Handouts
3039_AFPKimAdes.pptx 3039_AFPHandoutsKimAdes.docx
Speakers

Kim Ades

Photo of Kim Ades
Kim Ades is the president and founder of Frame of Mind Coaching™ and JournalEngine™ Software. Author, speaker, entrepreneur, coach, and mother of five, Ades has years of experience coaching many of North America's most respected leaders. Recognized as an expert in the area of thought mastery, Ades uses her unique philosophy and quirky coaching style to help her clients with core issues and shift their thinking in order to yield extraordinary results.

March 31

8:00am - 9:15am
Room: Ballroom 1

The Influential Fundraiser

Fundraisers must exert influence with major donors, board members, and colleagues. This session is based on The Influential Fundraiser by Bernard Ross and draws on psychology and neurology to win people over in one-on-one situations.  We will focus on effective solicitation with high value donors and cover the 5 Ps: passion, proposition, preparation, persuasion, and persistence.

Speakers

Alan Hutson

Photo of Alan Hutson
Alan Hutson is the managing partner of The Monument Group and a senior partner consultant at the management centre (=mc). His domestic work focuses on unlocking the fundraising potential of CEOs and boards while building the capacities of early and mid-career development professionals. Hutson's recent international engagements have included Médecins Sans Frontières and UNICEF. In 2016, he presented at China’s first-ever global fundraising conference, and he presented at Japan’s 2018 Global Fundraising Conference.

March 31

8:00am - 9:15am
Room: 331

How Fundraisers Leverage LinkedIn to Elevate Their Mission

Join the Head of LinkedIn for Nonprofits to lead you through practical guidance on how to: elevate your organization's brand, elevate your brand, expand your network, and connect with donors. Then hear from the VP of LinkedIn Sales Solutions, who will share her experience with nonprofit board service.

Speakers

Ariana Younai

Photo of Ariana Younai
Ariana leads LinkedIn for Nonprofits, the organization responsible for discounted LinkedIn products to the social sector across Talent, Campaigning, Fundraising, and Learning Solutions -- an effort she helped build from the ground up. She is responsible for driving the strategy behind the org's vision to drive nonprofit capacity in order to accelerate global social impact. Ariana is known for building diverse teams committed to driving positive change for the company and the world.

Alyssa Merwin

Photo of Alyssa Merwin
Alyssa leads Sales Solutions, one of LinkedIn’s fastest growing businesses. She is responsible for building high-performing, diverse and inclusive teams, for helping to drive strategy and defining the go to market approach. Alyssa is passionate about personal and leadership development, fostering candid conversations, and creating a unique culture of vulnerability and inclusiveness. Prior to joining LinkedIn, Alyssa spent the early part of her career at the Corporate Executive Board (CEB, now Gartner), a best-practices research and consulting firm based in Washington, D.C. While at the firm, Alyssa spent two years in London, where she helped CEB expand into the European and African markets.

March 31

8:00am - 9:15am
Room: 314

Trends in Donor-Centric Fundraising

As nonprofits we rely on donors of all kinds to fund our missions. How do we go about meeting or exceeding those needs and expectations? In this session we’ll compare donor needs to Maslow’s Hierarchy of needs, and also share trends we’ve found in our latest Nonprofit Trends Report.

Speakers

Piper LeJeune

Photo of Piper LeJeune
Piper LeJeune is a Product Marketing Manager for Fundraising at Salesforce.org. She is passionate about helping nonprofits embrace technology as a way to connect with supporters in meaningful ways. Prior to Salesforce.org, Piper helped the The Salvation Army modernize their fundraising philosophy and tools after having gained key marketing insights and a user experience focus at Apple. Her background has been in entertainment, marketing, and tech for over a decade.

Jarrett O'Brien

Photo of Jarrett O'Brien
Jarrett is passionate about helping nonprofits build capacity and further their mission with technology. He focuses on the success of small organizations at Salesforce.org, as a Product Marketing Director on the Industry Solutions team. His background has been in marketing, consulting, and business development with software and social impact companies over the last 15 years.

March 31

10:15am - 11:30am
Room: 309

Fundraising Stats: Just the Facts on Fundraising Statistics

Learn about 67+ fundraising stats, presented by fundraising experts, that reveal the state of the fundraising union. Uncover donor acquisition and retention trends across the globe, and learn how your organization compares with these must-have benchmarks. 

Speakers

Ben Miller

Photo of Ben Miller
Benjamin Miller is a consummate entrepreneur drawing upon degrees in mathematics and systems engineering to advance database marketing in the nonprofit industry. He is the chief analytic officer at DonorTrends and has helped raise hundreds of millions of dollars from millions of donors over his career. Miller also serves on the Research Council for the AFP and is a member of the Growth in Giving Initiative.

Jim Greenfield

Photo of Jim Greenfield
Since 1962, Jim Greenfield has served as a fundraising executive to three universities and five hospitals on the East and West Coasts and in between. He remains active today with consulting, speaking, teaching, volunteering, and writing in support of professional fundraising practices, including as a member of both the Growth in Giving Initiative Steering Committee and the Fundraising Effectiveness Project Working Group.

Nathan Dietz

Photo of Nathan Dietz
Nathan Dietz, Ph.D., is an associate research scholar at the Do Good Institute in the School of Public Policy at the University of Maryland and a senior research associate in the Center on Nonprofits and Philanthropy at the Urban Institute. Dietz has served as the associate director for the National Center for Charitable Statistics (NCCS) and has led the Urban Institute’s participation in the nonprofit Growth in Giving Initiative.

March 31

10:15am - 11:30am
Room: 327

Elevate Your Event Experiences

Events are all about memory making, and you are the memory makers.  Moving your attendees to emotion is your goal, but they can’t be emotional if they’re not immersed in the experience. You don’t need large budgets to get the essentials right, you need to prioritize what matters to your guests.  Come join us as we explore best practices for bringing interactive experiences to life at events! 

Handouts
3233_2020ICONEVENTSLMW.pptx
Speakers

Lynne Wester

Photo of Lynne Wester
Lynne Wester believes that donor relations is the key to unlocking fundraising success and that organizations must be as dedicated to the donor experience as they are to the ask. She is featured in publications such as the Washington Post and the Chronicle of Philanthropy and has authored three books. Wester received her B.A. from South Carolina, holds a Masters in Strategic Fundraising and Philanthropy from BayPath, and proudly sports a Ducktorate from the Disney Institute.

Jan McGuire

Photo of Jan McGuire
Jan McGuire is a donor relations professional that practices what she preaches. She has led the team at Auburn University for 9 years and to national prominence. McGuire believes that in modern fundraising, the donor experience is the key to a nonprofit's success. She knows that we must make our donors happy to keep them as loyal supporters of our mission.

March 31

10:15am - 11:30am
Room: Ballroom 1

From Reliable to Remarkable: Growing Regular Gifts

Raise more money by shifting from annual giving to regular giving.  Discover strategies for growing loyal, regular donors. Too many nonprofits pin their hopes on end-of-year giving.  Instead, learn how to set aggressive, yet attainable, goals for year-round gifts and implement a plan that ensures success.

Handouts
3286_HartsookFromReliabletoRemarkableGrowingRegularGifts1.pdf 3286_HartsookHandoutFromReliabletoRemarkable.pdf 3286_HartsookFromReliabletoRemarkableGrowingRegularGifts1.pptx
Speakers

Janell Johnson

Photo of Janell Johnson
Janell Johnson is well versed in all aspects of capital campaigns. She has considerable experience in board development, strategic planning, and staff management. Johnson holds a Bachelor’s degree in Elementary Education from Michigan State University and a Master’s of Public Administration and Certification of Nonprofit Leadership Administration from Western Michigan University. Her articles on donor engagement the use of social media are included in the book $231 Billion Raised and Counting.

Karin Cox

Photo of Karin Cox
Specializing in major gift and campaign fundraising worldwide, Karin Cox is co-founder of Hartsook. She has served in senior leadership roles in nonprofit and business sectors and is an author, frequent presenter, and senior consultant. Cox works with nonprofit organizations of every size and scope, helping them advance their programs and raise millions of dollars.

March 31

10:15am - 11:30am
Room: Ballroom 4

Why Your Capital Campaign Needs a Planning Study

Yes, your nonprofit organization needs a planning study for its capital campaign. In this session, learn why. Through a comprehensive overview, learn what a planning study is and what it isn''t. We will look at organizational readiness and staff and volunteer roles. You will learn how to better understand how to maximize a planning study''s analytics and final report. Leave the session prepared to fully participate in your nonprofit''s internal discussions and implementation of a planning study.

Handouts
3292_Capital_campaign_needs_planningstudy_AFPICON_2020.pptx
Speakers

Deborah Eschenbacher

Photo of Deborah Eschenbacher
A Carter consultant and Faculty Member of The Fund Raising School for 25 years, Deborah Eschenbacher works in the US and internationally. She has served as Development director of two regional nonprofits, State executive director of two national nonprofits, major gifts officer at Ohio State, director of Corporate & Foundation Development at Ohio University, and 20 years as a consultant. Eschenbacher has an M.A. in Philanthropic Studies from Indiana University Lilly School of Philanthropy and is a chapter author in Achieving Excellence in Fundraising.

Melissa Brown

Photo of Melissa Brown
Melissa Brown is a consultant with clients in US, Canada, and Panama. She is also a faculty member of The Fund Raising School and a national presenter for AFP chapters, United Way affiliates, etc. In 2016, Brown was recognized as one of the Top 25 philanthropy speakers in the US. She was also an editor for Giving USA 2001-2010, an author of several articles in Advancing Philanthropy, an analyst for AFP Compensation and Benefits Study, a development professional at Lilly Family School of Philanthropy at Indiana University, a development assistant at the Folger Shakespeare Library, and program manager for the Homeless Initiative Program.

March 31

10:15am - 11:30am
Room: 307

How to Recruit, Engage, and Empower Young Professionals to Survive and Thrive On Your Boards

In 2018, AFP released a report indicating that nonprofits need to invest in young professionals in order to tackle the talent crisis in our sector.  In order for organizations to be sustainable, we need to engage young professionals on our boards, including our local AFP chapter boards.  Come learn from AFP’s 2019 Outstanding Young Professionals about how their experiences working on both small and large boards strengthened their young professional efforts and ultimately increased revenue.

Handouts
3088_AFPICON2020HowtoRecruitEngageEmpower___01132020.pptx 3088_PlanningNotes.pdf
Speakers

Juliana Weissbein

Photo of Juliana Weissbein
Juliana M. Weissbein, CFRE is a respected leader in regard to fundraising operations best practices. She currently serves as the Associate Director of Development Operations at Planned Parenthood Federation of America, is an AFP Outstanding Young Professional Fundraiser for 2019, immediate past chair of AFP New York City’s Emerging Leaders Committee and currently serves on the chapter’s board leading their mentorship efforts. For more information and to read her blog “Ops & Asks” visit julianacfre.com

Jace Prokupek

Photo of Jace Prokupek
Jace Prokupek is a motivated and driven fundraiser who seeks to unpack social issues and raise crucial funds for innovative nonprofits. In two years, he has been promoted three times—starting as an executive assistant, then working with his own portfolio of major donors, and now is an associate director at Orr Group. Prokupek is currently the chair of the AFP-NYC Emerging Leaders Committee and a member of the Fundraising Day New York Executive Committee.

Jonathan Richardson

Photo of Jonathan Richardson
Jonathan is a queer Latino millennial fundraiser dedicated to addressing equity issues, building capacity, motivating new impact leaders, and getting stuff done. He is the Communications and Special Projects Officer at the Community Foundation for the Greater Capital Region, President of AFP, NY Hudson Mohawk, and AFP’s 2019 Outstanding Young Professional Winner. He founded the Emerging Nonprofit Leadership Accelerator, a program that attracts emerging nonprofit leaders and helps them survive and thrive in the sector.

March 31

10:15am - 11:30am
Room: 318

A Seat at the Table or Part of the Meal: Creating a Culture of Inclusion

If you don''t have a seat at the table, you will be a part of meal, or, as they say down South,  "You will be discussed!"  Others will satisfy their appetites for superiority or ill-informed biases to dish out what they think about those not present at the table.  Check the biases within your organization and find the tools needed to create a culture of diversity, equity, and inclusion.

Handouts
3010_RaceRelationsRealityCheckQuestionnaire.pdf 3010_AwaketoWoketoWorkHowtoGetStarted_Module1Handout.pdf 3010_OrganizationalAssessment.doc 3010_ASEATATTHETABLEORPARTOFTHEMEALCHECKYOURKNOWLEDGEPRETEST.docx 3010_2020PPTAFPICONASeatAtTheTable.pptx
Speakers

Kimberly Lewis

Photo of Kimberly Lewis
Kimberly B. Lewis, president and CEO of Goodwill Industries of East Texas, has 19 years of nonprofit and business experience. She has a B.A. in Fine Arts and an M.S. in Adult Technical Education. Lewis is the D&I chair for Goodwill Industries International, a Forbes Nonprofit Council member and contributor, a 2018-19 Global Good Fellow, a Gerson Lehrman Group (GLG) Council Member, owner of Motivational Muse, LLC, and an author.

March 31

10:15am - 11:30am
Room: 324

Guns, Gambling, and Marijuana: Mission-Minded Fundraising in a Party-Hearty World

This sessions provides an interactive look at the ethical implications of our fundraising decisions. How should we go about determining whether or not to pursue an idea, especially when donor and volunteer interests, fundraising potential, and mission principles collide? How do we decide whether to engage in relationships or events that involve potentially controversial elements such as guns, gambling, or marijuana? Participants will leave with practical tools for helping their organizations determine what’s right, for whom, and why.

Handouts
3239_SchickGunsGamblingMarijuanaPowerpoint.pdf 3239_SchickEthicsHandout.pdf
Speakers

Marcella Moyer Schick

Photo of Marcella Moyer Schick
Marcella Moyer Schick is president and owner of MMS Advancement associates LLC. She has 35 years of experience in fundraising and constituent relations in education, healthcare, and human service organizations. Consulting since 2010, she helps organizations focus on relationship fundraising to grow major and planned gifts. Moyer Shick earned her MA from Fairleigh Dickinson and is a Phi Beta Kappa graduate of Muhlenberg College. She was named Outstanding Fundraising Executive by the AFP Eastern PA Chapter in 2009.

March 31

10:15am - 11:30am
Room: 321

Subject Matter of a Mature Nature: Prospecting the Greatest Generation

Imagine your grandmother or grandfather.  How did they enrich your life?  What values did they instill in you about generosity, giving back, sacrifice, and service?  The "Greatest Generation" is slowing fading away, but it's not gone yet.  Why are we chasing after Millennials when the "Greatest Generation" has so much to offer, and they are updating their wills!  Join us for some great conversation. 

Handouts
3319_Hodge_Drake_v7.pptx
Speakers

John Drake

Photo of John Drake
After finishing a career in the YMCA, John Drake received a calling to serve in Ohio's largest not for profit retirement community several years before his mom was diagnosed with dementia. Thrilled to serve the greatest generation, he has learned invaluable life lessons through those he and thousands of others are called to serve. A CFRE and an AFP Master Trainer, Drake has been married to Diane 30 years and has three grown children.

March 31

10:15am - 11:30am
Room: 314

Email Best Practices for Fundraising

A recent study says 38% of online donors are inspired to give from an email. But it isn't enough to just send an email and hope for the best. It's important to know the best practices in both design and content to get the most out of your email marketing.

Speakers

Laura Bucher

Photo of Laura Bucher

Matthew Montoya

Photo of Matthew Montoya

March 31

10:15am - 11:30am
Room: Ballroom 2

Chasing Cash Is Crazy: Creativity Counts Crafting Consistently Credible Contributions

Planned giving often concentrates on the arcane mechanics of gifting vehicles while ignoring the motivations of the donor.  In this session, we examine the donor''s point of view. Specifically, we will examine how to identify the donor''s financial and estate planning challenges and how to address those challenges with planned giving.

Handouts
3321_Chasing_Cash_is_CrazyCreativity_CountsCrafting_Consistently_Credible_Contributions_20200303_AFP
Speakers

Richard Lehrman

Photo of Richard Lehrman
Richard Alan Lehrman specializes in trust and estate planning and administration, philanthropic gift planning, and business succession, keeping wealth in the family and structuring it to perpetuate the family’s legacy. He is a featured writer and lecturer on these topics has been cited as an authority in national publications. Lehrman is listed in Who’s Who in American Law and has a Martindale-Hubbell® AV® Preeminent™ rating for 20 consecutive years.

Marilyn Stern Emas

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Marilyn is a development professional with 30+ years of “changing the world” every day through philanthropy. She currently serves as the director of estate and planned giving at American Friends of Magen David Adom. She remains dedicated to developing and strengthening tomorrow’s leaders by mentoring professionals along their career path.

March 31

10:15am - 11:30am
Room: Ballroom 3

Timesaving Tools to Rock Every Fundraiser’s World

Want timesaving tools to up your nonprofit game?  We’re tossing around tips like confetti!  Get a bounty of free and affordable ideas to delight, stand out, and be completely unforgettable with your donors.  It''s a bag of social media hacks and productivity tools to help you be better organized and wildly productive! 

Handouts
3070_TimesavingToolstoRockEveryFundraisersWorld2020AFP.pdf
Speakers

Rachel Muir

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Rachel Muir has worked every side of the Rubik’s cube that is the nonprofit sector. When she was 26, Rachel Muir launched Girlstart, a nonprofit empowering girls in math, science, engineering, and technology in the living room of her apartment with $500 and a credit card. Several years later, she had raised over 10 million and was featured on Oprah, CNN, and the Today show. Learn more about Rachel Muir at www.rachelmuir.com

Julia Campbell

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Julia Campbell, MPA, is a global authority on nonprofit digital storytelling. The author of Storytelling in the Digital Age: A Guide for Nonprofits and Social Media Success in 90 Days: A Guide for Nonprofits and Change Agents, she trains nonprofits on how to use digital tools to tell compelling stories, engage active supporters, and raise millions.

Rachel Clemens

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Rachel Clemens builds things. First, she built a career as an international designer, working in the U.S., London, and Australia. Then Clemens built Creative Suitcase, her own strategic communications firm. In late 2016, Creative Suitcase was acquired by TradeMark Media, and together they became Mighty Citizen, an agency that helps nonprofits raise money and awareness to improve their communities.

March 31

11:45am - 12:00pm
Room: Marketplace - Learning Lab 1

BEYOND "Beyond the Hype": What We Learned In Our Digital Fundraising Session!

Guess what? Presenters actually learn quite a few things from YOU in their AFP ICON Sessions! Join Julia and Josh as they share some interesting findings and examples from their Sunday afternoon "Beyond the Hype: What Actually Works in Digital Fundraising and Social Media" workshop!

Speakers

Julia Campbell

Photo of Julia Campbell
Julia Campbell, MPA, is a global authority on nonprofit digital storytelling. The author of Storytelling in the Digital Age: A Guide for Nonprofits and Social Media Success in 90 Days: A Guide for Nonprofits and Change Agents, she trains nonprofits on how to use digital tools to tell compelling stories, engage active supporters, and raise millions.

Josh Hirsch

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Josh Hirsch has an extensive background in social media, digital communications, and marketing, along with grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors. He has a certificate in strategic fundraising and philanthropy from Bay Path University. Hirsch also has an M.S. in family, youth, and community sciences and a B.S. in advertising, both from the University of Florida.

March 31

12:00pm - 12:15pm
Room: Marketplace - Learning Lab 1

The AFPeeps Lightning Round

To wrap up AFPeeps U, Alice Ferris will moderate a fast-paced panel answering questions about social media trends, new platforms on the rise, time-saving tricks, and other topics!

Speakers

Alice Ferris

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Alice L. Ferris is the founding partner of GoalBusters Consulting, helping transform small but mighty philanthropic organizations. She has more than 25 years of fundraising experience in individual giving, grants, strategic and development planning, organizational change, and team training. A 20+ year member of AFP, Ferris has a passion for mentoring and supporting new leaders in fundraising and philanthropy.

Pre-conference Workshop

March 27

8:00am - 5:30pm

The Neuroscience Laboratory

Your chance to become a decision scientist! This session will offer you the chance to work in a team and create an original experiment to test out some of the latest thinking in behavioural economics and neuroscience.

Education Track

Speakers

Bernard Ross

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Bernard Ross is the director of a consultancy working worldwide for ethical organizations. He is the author of a number of books, including one on behavioral economics with Omar Mahmoud, head of knowledge at UNICEF. Bernard has created global strategies for the Red Cross, Amnesty International, Doctors Without Borders, and UNICEF. He’s raised money to refurbish the Eiffel Tower, to house the world’s largest dinosaur in Argentina, and to save the last 800 great apes

March 28

8:00am - 5:30pm

Writing a 21st Century Case for Support

Choosing the right words is key to receive approval for your grant request or a yes for any financial contribution. You case should clearly explain WHY, WHO, HOW and WHAT IT TAKES financially to do it. The 21st century case for support must look, sounds and feel different to cause action. Be prepared to receive coaching from Lori and your colleagues as you answer seven questions that must be answered in any case for support.

Education Track

Speakers

Lori Jacobwith

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Lori L. Jacobwith, a fundraising culture change expert and master storyteller, has helped 4,500 nonprofits raise more than $350 million from individual donors. Lori teaches staff and board members powerful communication practices to ignite action and raise more money. She is author of Fire Starters weekly blog, Nine Steps to a Successful Fundraising Campaign, and the Complete Storytelling System. Her vision is that asking for money can be done with ease and joy.
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